36 Financial information and advisory services; online financial planning services; financial planning and investment advisory services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial retirement plan consulting services; financial affairs and monetary affairs, namely, financial information, management and analysis services; financial portfolio analysis services; financial services, namely, wealth management services; financial planning for retirement; brokerage services for stocks, bond, and exchange traded funds (ETFs); individual retirement account services; electronic transfers of money; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs