Administration of employee benefit plans concerning insurance and finance; Administration of employee pension plans; Administration of employee welfare benefit plans concerning insurance and finance; Administration of pre-paid health care plans; Administration of employee benefit plans concerning insurance and finance; Consulting services in the field of retirement plan administration and fiduciary compliance; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Estate planning; Estate trust management; Estate trust planning; Financial administration of retirement plans; Financial administration of retirement plans; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning; 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, creating personalized strategies achieving financial independence; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial trust planning; Organizing pre-paid health care plans; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing on-line information in the field of charitable monetary giving through financial and estate planning