Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy services; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and equity research brokerage services; Financial research and information services; Financial retirement plan consulting services; Financial trust planning; Investment management; Advice on finance during retirement; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Information, advisory, consultancy and financial research services relating to finance and investments; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of estate planning; Providing information in the field of financial planning; Strategic financial advisory services; Strategic corporate financial advisory services