36 Financial planning; Financial planning for retirement; Financial planning consultation; Financial trust planning; Online financial planning services; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial retirement plan consulting services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Individual retirement account services; Investment advice in the fields of municipal bonds, securities, retirement, private and public equity; Investment consultation in the fields of municipal bonds, securities, retirement, private and public equity; Investment management in the fields of municipal bonds, securities, retirement, private and public equity; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Insurance consultation; Insurance information and consultancy; Providing information about healthcare insurance plans; Medical insurance case and utilization review and insurance claims adjustment services for healthcare purchasers, payors, providers and Medicare beneficiaries; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Estate planning; Estate trust planning; Tax and taxation planning, advice, information and consultancy services; Evaluation of health care, estate, tax, financial, and life affairs
Trademark: 87194423
