Financial consulting; Financial consultancy; Financial planning; Financial advice; Financial analyses; Financial consultation; Financial management; Financial asset management; Financial planning consultation; Financial risk management; Financial portfolio management; Financial risk management consultation; Financial planning for retirement; Financial risk assessment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Financial retirement plan consulting services; Financial advice and consultancy services; Financial consultancy and insurance consultancy; Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Providing emergency financial assistance for individuals and families; Financial advisory and consultancy services, namely, {Please specify}; Provision of financial information relating to the finance industry involved in environmentally focused investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Issuance and administration of annuities