Estate planning; Estate trust planning; Financial advisory and consultancy services; Financial consulting; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial trust planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial information and advisory services; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment consultation; Investment management; Advice on finance during retirement; Financial portfolio analysis services; Financial retirement plan consulting services; Financial administration of retirement plans; Financial services, namely, wealth management services; Individual retirement account services; Investment advice in the fields of municipal bonds, securities, and private and public equity; Investment consultation in the fields of municipal bonds, securities, and private and public equity; Investment of funds for others in the fields of municipal bonds, securities, and private and public equity; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services