Advice relating to investments; Annuity services, namely, account and investment administration; Brokerage of shares and other securities; Charitable fund raising; Establishing mutual funds for others; Financial administration of retirement plans; Financial advice and consultancy services; Financial analysis and consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy and insurance consultancy; Financial consulting; Financial management; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; 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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Insurance and financial information and consultancy services; Insurance consultancy; Investment advice; Investment advisory services; Investment clubs; Investment consultation; Investment management; Investment management of and distribution of annuities; Mutual fund investment; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in insurance matters; Providing on-line financial calculators; Providing on-line news in the field of finance; Securities trading and investing services for others via the internet; Social security and Medicare claims administration and consulting services rendered to individuals; Trust management accounts