Financial consultation relating to financial investment, wealth evaluation, wealth creation, wealth building and wealth management strategies; providing information and advice in the fields of aligning financial goals with life goals; providing a website featuring information in the fields of wealth management, financial planning and financial investing; financial research and financial analysis in the nature of financial and investment analyses, securities research, wealth planning, asset and portfolio management, evaluation, tracking, forecasting, consultancy, advisory, and risk management relating to securities and other financial instruments; financial asset management; strategic and tactical financial advisory services; providing financial and investment advice, personalized wealth management strategies, and insurance consultation to individuals and businesses relating to general finances, retirement, estates, college tuition, and investment management; financial consulting and financial planning services provided to individuals on a fee basis; wealth advisory services for individuals in the nature of wealth management services; personal financial consulting; fiduciary investment advisory services; personal financial consulting services; financial services, namely, personal estate planning and financial retirement planning for individuals; financial advisory services in the field of financial wellness information; providing financial wellness information for the purpose of informing retirement plan design; financial research in the field of financial wellness that may inform retirement plan design; financial data analysis for the purpose of informing retirement plan design; providing financial advice and guidance for the purpose of informing retirement plan design; in-person financial planning services; financial management; financial portfolio analysis services

Educational services, namely, providing classes, seminars and workshops, and the corresponding course materials used therein, in the fields of wealth and financial education; arranging of seminars in the field of financial management; financial education services, namely, providing classes, instruction, online non-downloadable webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith; providing a website featuring non-downloadable videos and audio recordings featuring information and interviews in the fields of finance and wealth management