Computer application software for mobile phones, portable media players, handheld computers, personal computers, namely, software for software for use in database management, use in electronic storage of data, use as a spreadsheet; Computer software for use in the areas of financial planning and investment advisory services; tax preparation software; Computer software for use in database management, use as a spreadsheet, word processing, in the fields of budget management, investment advisory services and financial planning; Computer software for use as a spreadsheet, word processing, in the fields of budget management, investment advisory services and financial planning that may be downloaded from a global computer network; Database management software for financial planning and investment management; Downloadable computer software for use as a spreadsheet, word processing, in the fields of budget management, investment advisory services and financial planning; Downloadable software in the nature of a mobile application for use in database management, for use as a spreadsheet, for word processing, in the fields of budget management, investment advisory services and financial planning; Educational software featuring instruction in budget management; Electronic publications, namely, electronic books, booklets, magazines, manuals featuring information on budget management, investment advisory services and financial planning, recorded on computer media; Tax management data collection software; Tax management software

A series of books and written articles in the field of financial planning and investment advisory services; A series of books, written articles, handouts and worksheets in the field of financial planning and investment advisory services; Books in the field of financial planning and investment advisory services; Catalogs in the field of financial planning and investment advisory services; Educational kits sold as a unit in the field of financial planning and investment advisory services consisting primarily of educational books, flash cards and worksheets, and also including DVDs; Pamphlets in the field of financial planning and investment advisory services; Printed guides for financial planning and investment advisory services; Printed materials, namely, written articles in the field of financial planning and investment advisory services

Advice relating to investments; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, financial planning and investment advisory services; providing advice, rules, tools and platform for managing one's finances and achieving financial success; Financial consultation; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing on-line information in the field of financial planning and investment advisory services; Financial trust planning; Investment advice; On-line financial planning services; Providing a web site featuring non-downloadable instructional videos in the field of finance; Providing a web site featuring personal financial information and financial advice; Providing a website featuring non-downloadable videos in the field of financial planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement