Providing personalized financial planning information through online portal, namely, in the fields of finance, financial investment, money and banking, retirement financial planning, estate planning, real-estate planning, life and disability insurance, college education planning, tax planning, family legacy and charitable planning? providing financial planning tools in the nature of an online, interactive database containing financial calculators, questionnaires, and information to assist in making investment and financial planning decisions; providing financial planning tool via the Internet, namely, for others to view full financial picture, including net worth, account balances, and overall progress on financial goals; financial services via the Internet, namely, assisting others to explore various scenarios and how certain decisions will affect the person's future