Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial evaluation for insurance purposes; Financial portfolio management; Management of portfolios comprising securities; Advice on finance during retirement; Advice relating to investments; Business finance procurement services; Capital investment services; Consultancy of capital investment; Consultancy services relating to insurance; Consulting and information concerning insurance; Credit and financial consultation; Estate planning; Financial asset management; Financial planning consultation; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy and insurance consultancy; Financial consulting; Financial information and advisory services; Financial information and evaluations; Financial management; Financial planning; Financial planning and investment advisory services; 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 research and information services; Financial retirement plan consulting services; Financial risk management consultation; Financial risk assessment services; Financial risk 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; Fund investment consultation; Insurance consultancy; Insurance risk management; Investment management; Investment risk assessment services; Investment advice; Investment advice in the fields of retirement; Investment advisory services; Investment services, namely, asset acquisition, consultation, development and management services; On-line financial planning services; Private equity consultant services; Providing a web site featuring personal financial information and financial advice; Providing financial advice via a website; Providing financial information; Providing financial information and financial advice via a website; Providing financial information via a website; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in insurance matters; Providing information in the field of personal finance; Providing insurance information; Providing investors with financial information; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Provision of financial information; Stock exchange information services; Strategic financial advisory services