Providing financial information, financial counseling, and financial planning guidance to individuals; providing information in the field of personal finance, namely, budgeting, debt management, retirement planning, and employee benefits decision-making; financial consultation services in the nature of providing general financial guidance and education.

Providing financial information, financial counseling, and financial planning guidance to individuals; providing information in the field of personal finance, namely, budgeting, debt management, retirement planning, and employee benefits decision-making; financial consultation services in the nature of providing general financial guidance and education.