Computer application software for mobile phones, portable media players, handheld computers, and personal computers, namely, software for use in database management, use in electronic storage of data, and use as a spreadsheet; computer software that provides instruction and household financial calculators for achieving personal financial literacy and enables social media forums and functions, for use in the areas of financial planning and investment advisory services; tax preparation software; computer software for use in database management, use as a spreadsheet, and word processing, in the fields of budget management, investment advisory services and financial planning; computer software for use as a spreadsheet, and word processing, in the fields of budget management, investment advisory services and financial planning that may be downloaded from a global computer network; database management software for financial planning and investment management; downloadable computer software for use as a spreadsheet, and word processing, in the fields of budget management, investment advisory services and financial planning; downloadable software in the nature of a mobile application for use in database management, for use as a spreadsheet, and for word processing, in the fields of budget management, investment advisory services and financial planning; educational software featuring instruction in budget management; electronic publications, namely, electronic books, booklets, magazines, and manuals featuring information on budget management, investment advisory services and financial planning, recorded on computer media; tax management data collection software; tax management software

A series of books and written articles in the field of financial planning and investment advisory services; a series of books, written articles, handouts and worksheets in the field of financial planning and investment advisory services; books in the field of financial planning and investment advisory services; catalogs in the field of financial planning and investment advisory services; educational kits sold as a unit in the field of financial planning and investment advisory services consisting primarily of educational books, flash cards and worksheets, and also including DVDs; pamphlets in the field of financial planning and investment advisory services; printed guides for financial planning and investment advisory services; printed materials, namely, written articles in the field of financial planning and investment advisory services

[ Advice relating to investments; financial advice; financial advice and consultancy services; ] financial advice, namely, budget planning; [ financial advisory and consultancy services, namely, ] financial planning [ and investment advisory services ] ; providing advice, namely, counseling third parties in respect of their cash flow and importance of maintaining cash flow and tools in the nature of a website featuring informational, non-downloadable photographic, audio, and video presentations in the field of maintaining cash flow and importance of maintaining cash flow and cash flow goal setting; [ financial consultation; financial planning; financial planning and investment advisory services; financial planning consultation; ] financial planning for retirement; financial planning, namely, the creation of personalized strategies to achieve financial independence; providing on-line information in the field of financial planning and investment advisory services; [ financial trust planning; Investment advice; ] on-line financial planning services; providing a web site featuring non-downloadable instructional videos in the field of finance; providing a web site featuring personal financial information [ and financial advice ] ; providing a website featuring nondownloadable videos in the field of financial planning; providing information [ and advice ] in the field of finance, [ financial investments, financial valuations, ] and the financial aspects of retirement