B

Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial planning; Financial planning for retirement; financial planning, namely, retirement and income planning; Investment advisory services; Investment advice in the field of retirement; Estate planning; financial planning, namely, insurance planning; Insurance risk management; Financial risk management; financial planning, namely, education planning; Investment management; Providing information in the field of employee financial benefit plans; Debt management services; Providing a website featuring financial information and financial advice