Financial planning; Financial planning consultation; On-line financial planning services; Financial planning for retirement; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial management of employee pension plans; Financial planning, namely, legacy planning and wealth management services; Financial retirement plan consulting services; 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 information in the field of employee financial benefit plans; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial administration of employee pension plans; Providing information in the field of financial planning for insurance assessment, formation and management services; Insurance consulting in the field of insurance assessment insurance; Insurance information and consultancy; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Consulting and information concerning insurance; Providing insurance information; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment advisory services; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advice; Advice relating to investments; Real estate investment consultancy; Investment management; Financial services in the nature of providing an investment option available for life insurance products