Consulting services, in the field of analyzing and improving retirement and investment accounts

Providing web-based, automated and customized personal financial wealth management services, namely, customized management of an individual's investment, banking and other personal financial accounts; Provision of financial information; Providing financial management services via computer and communication networks; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. Retirement plan administration services, namely, financial administration of retirement plans; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Investment advisory services in the nature of customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Financial services, namely, investment portfolio construction; Financial advisory services rendered using artificial intelligence to assess, measure, and rate retirement and investment accounts

Providing an interactive web site featuring technology that enables users to assess, measure, and rate retirement and investment accounts; providing an interactive web site featuring technology that enables users to construct plans to improve retirement and investment account performance; providing an interactive website that uses artificial intelligence to assess, measure, and rate retirement and investment accounts; providing an interactive website that uses artificial intelligence to improve retirement and investment account performance