CHECKLIST FORMULA

Advice on finance during retirement; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, risk management, tax planning, retirement, and wealth management; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial information; Financial information provided by electronic means; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, risk management, tax planning, retirement, and wealth management; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Investment advice; Investment advice in the fields of risk management, tax planning, retirement, and wealth management; Investment advisory services; Investment consultation; Investment consultation in the fields of risk management, tax planning, retirement, and wealth management; Investment management in the fields of risk management, tax planning, retirement, and wealth management; Providing financial assessment services to individuals planning for retirement; Providing financial information; Providing financial information via a website; Providing information in the field of finance; Providing information in the field of personal finance