| Goods and Services | Consulting in the field of finance; Financial management; Financial management in the field of budgeting and debt analysis, goal setting and planning, investment portfolio optimization, insurance and risk management, tax planning and efficiency, retirement and legacy planning, business revenue model review, business cash flow analysis, business exit planning, tax planning, travel planning, employee benefits review, insurance reviews and planning, determining and managing risk tolerance, monitoring market conditions and portfolio performance, and personal CFO (Chief Financial Officer) services; Financial planning, namely, budgeting and debt analysis, goal setting and planning, investment portfolio optimization, insurance and risk management, tax planning and efficiency, retirement and legacy planning, business revenue model review, business cash flow analysis, business exit planning, tax planning, travel planning, employee benefits review, insurance reviews and planning, determining and managing risk tolerance, and monitoring market conditions and portfolio performance; Investment consultation; Investment risk assessment services; Monitoring financial markets for investment purposes; Consultancy services relating to insurance; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial portfolio analysis services; Financial risk management; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, budgeting and debt analysis, goal setting and planning, investment portfolio optimization, insurance and risk management, tax planning and efficiency, retirement and legacy planning, business revenue model review, business cash flow analysis, business exit planning, tax planning, travel planning, employee benefits review, insurance reviews and planning, determining and managing risk tolerance, and monitoring market conditions and portfolio performance; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; 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 finance via a website; Providing information regarding financial investment strategies |
