Administration of employee benefit plans; Administration of employee pension plans; Administration of employee welfare benefit plans; Estate planning; Financial analysis and consultation; Financial evaluation for insurance purposes; Financial information processing; Financial information provided by electronic means; Financial management; Financial planning; Financial portfolio management; Financial research; Financial risk management; Financial services in the field of money lending; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely money lending; 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, savings programs for youths; Providing on-line financial calculators