[ Advice relating to investments; Advisory services relating to credit and debit control, investment, grants and financing of loans; Annuity services, namely, account and investment administration; Brokerage services for capital investments; Capital investment consultation; Capital investment services; Equity capital investment; ] Financial administration of retirement plans; Financial advisory and consultancy services; [ Financial information and advisory services; Financial planning and investment advisory services; ] 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 services in the nature of an investment security; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, savings programs for youths; ]Fund investment consultation; [ Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Insurance and financial information and consultancy services; ] Investment advice; Investment advisory services; [ Investment brokerage; Investment by electronic means; Investment clubs; ] Investment consultation; Investment management; [ Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds for others; Maintaining escrow accounts for investments; Management of a capital investment fund; Mutual funds and capital investment; On-line financial planning services; Private equity fund investment services; Providing a web site featuring personal financial information and financial advice; Providing a web site that assists financial professionals in the management of retirement accounts; ] 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 stock/securities market information; Provision of financial information; Securities trading and investing services for others via the internet ]