Providing an on-line computer web site that provides commercial financial transaction data; business assistance, advisory services and consultancy in the field of family budgeting

Providing information over computer networks and global communication networks in the fields of finance, financial investment, money and banking, retirement financial planning, estate planning, real estate, life and disability insurance; providing financial planning tools in the nature of an on-line, interactive database containing financial calculators, questionnaires and information to assist in making investment and financial planning decisions

Providing on-line investment, financial, budgeting, and estate planning tools, namely, the temporary use of on-line non-downloadable software for use in the fields of financial management, budgeting, financial planning, estate planning, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting; providing on-line web site customization tools, namely, the temporary use of on-line non-downloadable web site customization software for use in the financial field by investment advisors; maintaining an on-line database of financial marketing material; providing an on-line database of financial marketing material to financial professionals; providing customizable financial marketing materials to financial professionals; Providing an on-line non-downloadable Internet-based system application featuring technology enabling users to customize marketing tools