Financial services, namely, financial management, financial planning, financial life planning, financial analysis, financial forecasting and consultation, financial savings and investment consulting, investment funds and mutual funds investment consultation, investment advice and investment advisory services; financial investment services in the fields of securities, asset allocation, stocks, bonds, mutual funds, money market funds, trusts, annuities, and indices of any of them in the nature ...

Financial consultancy; Financial consultancy and insurance consultancy; Financial advisory and consultancy services; Online financial consultancy rendered in virtual environments

Downloadable standalone software for retirement planning

COMPUTERIZED DATABASE MANAGEMENT SERVICES; MARKETING RESEARCH, NAMELY, CONDUCTING MARKETING STUDIES OF THE CHARITABLE BEHAVIOR OF WEALTHY INDIVIDUALS