Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consultancy and insurance consultancy; Financial consultancy services in the area of healthcare; Financial consultation; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, expert analysis in finance; Financial due diligence services in the field of real estate; Financial evaluation for insurance purposes; Financial forecasting; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial information provided by electronic means; Financial investment in the field of real estate; Financial loan consultation; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial risk management; Financial risk management consultation