36 Capital investment consulting; Estate planning; Fiduciary services, namely, fiduciary representative services; Financial administration of retirement plans; Financial consulting; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, life insurance settlement services; Financial trust planning; Insurance administration; Insurance consultancy; Insurance information and consultancy; Insurance services, namely, underwriting, issuing and administration of life insurance; On-line financial planning services; Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Trademark: 97742493
