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 administration of employee pension plans; Financial administration of retirement plans; Financial advice, namely, budget planning; 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 services, namely, mortgage planning; Financial trust planning; Insurance administration; Insurance agencies; Insurance agency and brokerage; Insurance brokerage services; Insurance carrier services; Insurance consultancy; Insurance consultation; Insurance information and consultancy; Insurance risk management; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance services, namely, writing multi-peril crop insurance, crop hail insurance and re-insurance underwriting in the fields of crop and international business; Insurance services, namely, writing property and casualty insurance; Insurance subrogation; Real estate agency services; Real estate appraisal; Real estate brokerage; Real estate consultancy; Real estate consultation; Real estate listing; Real estate syndication; Real estate valuations; Accident insurance underwriting services; Consultancy services relating to insurance; Consulting and information concerning insurance; Financial consultancy and insurance consultancy; Lease of real estate; Leasing of real estate; Life insurance brokerage; On-line financial planning services; Providing real estate listings and real estate information via the Internet; Providing information in insurance matters; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Rental of real estate