Financial services, namely, wealth management services; Financial planning; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Financial services, namely, mortgage planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing information in the field of financial planning; Providing financial information regarding wealth building for employees, retirees, individuals, families; Financial advice, namely, budget planning; Financial planning consultation; 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 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 management in the field of investment portfolios; Financial trust planning; On-line financial planning 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; Providing information in the field of wealth management; Providing information in the field of financial planning for employees, retirees, individuals, families; Financial planning for retirement; Financial planning and investment advisory services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Providing information in the field of wealth management for employees, retirees, individuals, families; Providing information in the field of employee financial benefit plans; Financial retirement plan consulting services; Financial planning, namely, creating comprehensive financial plans to achieve financial goals and/or financial independence; Financial consulting services in the field of planned giving for non-profit and charitable organizations