Administration of employee benefit plans; Administration of employee pension plans; Credit and financial consultation; Estate planning; Financial administration of retirement plans; Financial analysis and consultation; Financial consultation; Financial evaluation for insurance purposes; Financial information processing; Financial information provided by electronic means; Financial loan consultation; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk management; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, estate settlement services; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, mortgage planning; Financial services, namely, savings programs for youths; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Online financial planning services; Organization of stock exchanges for the benefit of the trade of stocks and other financial values; Providing on-line financial calculators; Financial sponsorship of seminars, classes, workshops; News reporting services in the field of financial news