Advice relating to investments; Consumer credit consultation; Credit and financial consultation; Credit consultation; Credit counseling services; Debt advisory services; Debt counseling services; Debt management consultation; Estate planning; Estate trust planning; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, comprehensive financial planning; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, comprehensive financial planning; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, credit repair and restoration; Financial services, namely, savings programs for youths; Financial services, namely, wealth management services; Financial trust planning; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Insurance and financial information and consultancy services; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance consultation; Insurance information and consultancy; Investment advice; Investment advice in the fields of securities, real estate, alternative investments, and cash; Investment advisory services; Investment consultancy; Investment consultation; Investment consultation in the fields of securities, real estate, alternative investments, and cash; Investment management; Investment management in the fields of securities, real estate, alternative investments, and cash; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Monitoring financial markets for investment purposes; Mutual fund analysis services; Mutual fund planning services; Providing a web site featuring personal financial information and financial advice; 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 financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments; Providing information in insurance matters; Providing information in the field of finance; Providing information in the field of financial stock and equity markets; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Providing on-line news in the field of finance; Providing stock market information; Providing stock/securities market information; Strategic financial advisory services