Administration of financial affairs; advisory services relating to (financial) risk management; advisory services relating to financial investment; advisory services relating to financial matters; advisory services relating to financial planning; estate planning services (arranging financial affairs); financial advice; financial advice relating to taxation; financial advice relating to wills; financial advisory services; financial advisory services for individuals; financial advisory services relating to retirement plans; financial advisory services relating to tax; financial advisory services relating to taxation; financial analysis; financial economic analysis; financial investment; financial investment advisory services; financial lending; financial loan services; financial management; financial management advisory services; financial planning; financial portfolio management; financial risk management; financial services; management of financial assets; monitoring of financial portfolios; personal financial planning advisory services; personal financial planning services; preparation of financial analysis; providing information, including on-line, about insurance, financial and monetary affairs and real estate affairs; provision of tax advice (financial); risk management (financial); tax financial planning; taxation financial planning services