Capital investment services; Financial investment brokerage; Financial investment brokerage services; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage services; Investment advice; Investment advice in the fields of retirement planning and retirement investing; Investment advisory services; Investment consultation; Investment consultation in the fields of retirement planning and retirement investing; Investment management; Investment management in the fields of retirement planning and retirement investing; Investment of funds; Investment of funds for others in the fields of mutual funds, municipal bonds, and securities; Investment of funds for others; Life insurance brokerage; Providing a web site featuring personal financial information and financial advice; 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 in the field of wealth management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement