Advice relating to investments; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial retirement plan consulting services; Investment advice; Investment advisory services; Investment management; Management of portfolios comprising securities; Management of securities portfolios; Financial asset management; Financial portfolio management; Financial advisory and consultancy services, namely, wealth management, investment management, and financial planning.; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, financial goal analysis, cash flow analysis, retirement planning, risk management, investment management.; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement