Advice relating to investments; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial due diligence; Financial evaluation for insurance purposes; Financial information and advisory services; Financial investment brokerage; Financial management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial services, namely, estate settlement services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial trust planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial retirement plan consulting services; Financial trust planning; Insurance consultancy; Insurance services, namely, underwriting, issuance and administration of life, health, accident, fire insurance; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Investment of funds; Life insurance underwriting; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Providing financial information; Providing financial information via a web site; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing investors with financial information; Trust services, namely, investment and trust company services