SELF ACTUALIZATION ESTEEM (SELF-RESPECT, AUTONOMY, STATUS) SOCIAL (AFFECTION, BELONGING, ACCEPTANCE) SECURITY (PROTECTION FROM PHYSICAL AND EMOTIONAL HARM) PHYSIOLOGICAL (HUNGER, THIRST, SHELTER) FINANCIAL OPPORTUNITY PROFILE ROOM CHILDREN/HEIRS ROOM RETIREMENT FULFILLMENT ROOM ESTATE PLANNING ROOM ROOM OF DREAMS LEGACY ROOM LIFESTYLE ROOM WEALTH ROOM

Financial services, namely, financial planning, financial management, estate planning, investment planning, and financial investment in the field of securities, real estate, commodities, and collectibles

Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of financial planning and management, and distributing course materials in connection therewith