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Financial investment brokerage services; Financial planning; Financial planning for retirement; Financial retirement plan consulting services; Individual retirement account services; Investment advice in the fields of municipal bonds, securities, retirement, private equity, and public equity; Investment consultation in the fields of municipal bonds, securities, retirement, private equity, and public equity; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of financial planning