Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services

computer software, namely, information search, collaboration, retrieval and application tools

information and document services in the legal, investment banking, corporate, academic, insurance, publishing and medical fields, namely, information and document sharing on a global computer network, information and document management, information and document production, information and document collaboration, and information searching and retrieval services

computer software, namely, global computer network site tools for document distribution, production and collaboration and EDGAR search global computer network site tools

document services for the legal, investment banking and corporate vertical markets, namely, document creation, editing, distribution, collaboration and printing services; SEC EDGAR conversion services