(Based on Use in Commerce) 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, insurance policies; 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 in the field of financial literacy; Financial retirement plan consulting services; Insurance agencies; Insurance and financial information and consultancy services; Insurance consultancy; Insurance consultation; Insurance consulting in the field of Life insurance; Insurance information; Insurance information and consultancy; Insurance services, namely, insurance eligibility review and verification and consultation in the life insurance industry; Consultancy services relating to insurance; Consulting and information concerning insurance; Development of insurance policies for others; Financial evaluation for insurance purposes; Financial services, namely, life insurance settlement services; Issuance of life insurance; Providing insurance information; Providing insurance premium rate quotes via on-line, telephone and mail means(Based on Intent to Use) Financial trust planning; On-line financial planning services; Providing a website featuring educational information in the field of business insurance; Providing on-line information in the field of charitable monetary giving through financial and estate planning