| Goods and Services | Financial planning for retirement; Financial retirement plan consulting services; Advice on finance during retirement; Investment advice; Investment consultation; Investment management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Estate planning; Estate trust planning; Insurance consultancy; Insurance consultation; Providing insurance information; Insurance information and consultancy; Financial consultancy and insurance consultancy; Consulting and information concerning insurance; Providing information in insurance matters; Consultancy services relating to insurance; Insurance and financial information and consultancy services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing information in the field of employee financial benefit plans; Investment of funds for charitable purposes; Financial planning; Financial planning consultation; Financial trust planning; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial management; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial risk management; Financial risk management consultation; Financial risk assessment services; Investment risk assessment services; Fiduciary services, namely, fiduciary representative services; Financial due diligence; Provision of financial information, namely, financial information provided by electronic means; financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; financial management services; financing services, namely, financial consultation, financial forecasting, financial research; equity capital investment; investment advisory services; financial consultancy services; Investment services, namely, financial asset management; financial evaluation; private equity capital investment |
