Financial planning; Financial trust planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning and management in the field of investment portfolios; Financial services, namely, planning and administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, case or other types of financial investments in retirement plans; Estate planning; Estate trust planning; Estate trust management; Financial services, namely, estate planning and estate settlement services; Financial advice relating to tax; Financial services, namely, coordination within individual accounts, of investment portfolio maintenance, trading, rebalancing, and tax management needs; Financial services, namely, planning and consultation related to tax and estate planning, retirement asset management