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, the creation of personalized strategies to achieve financial independence; Financial planning, namely, annuities, life insurance, long term care, managed asset portfolios, qualified retirment plans, 403(b), IRA, ROTH IRA, Mutual Funds, All other securities; Financial administration of employee pension plans; Financial administration of retirement plans; Financial administration of annuities, life insurance, long term care, managed asset portfolios, qualified retirment plans, 403(b), IRA, ROTH IRA, Mutual Funds, All other securities; 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 management of employee pension plans; Financial retirement plan consulting services; 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; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Financial administration of annuities, life insurance, long term care, managed asset portfolios, qualified retirment plans, 403(b), IRA, ROTH IRA, Mutual Funds, All other securities; 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; On-line financial planning services; Providing information in the field of employee financial benefit plans; Providing on-line information in the field of charitable monetary giving through financial and estate planning