36 Financial planning, namely, financial and investment planning ADVISORY SERVICES and FINANCIAL management for individuals and families and businesses; Financial advisors, NAMELY, financial advisory and consultancy services; Fee-only Registered Investment Advisory Firm, NAMELY, investment advisory services; Financial planning and consultation; Investment services consisting of advisory and management services of corporate 401k accounts, NAMELY, investment advisory services and investment management services in the field of corporate 401k accounts; Holistic goal oriented collaborative approach to wealth management, NAMELY, wealth management services; Multigenerational approach, NAMELY, financial trust administration; Legacy planning, endowments, trusts, NAMELY, financial trust planning; Insurance consultation