Investment services, namely, professional money management services, investment management services, investment account management services, namely, customizable brokerage accounts consisting of mutual funds and individual securities; investment account management services, namely, fund management services for high-net-worth portfolios using select mutual funds as investment vehicles for various asset classes; financial planning for retirement; financial planning; estate planning; financial portfolio management; financial investment brokerage; securities brokerage; stock brokerage services; insurance services, namely, insurance brokerage; financial information, and investment and planning opportunities by using projected assets to invest; providing financial services information to prospective investors distributed online, namely, providing an Internet website portal in the field of financial services for distributing financial services information for potential investors through educational materials and information online, namely, providing a website featuring information in the field of financial services

Providing on-line non-downloadable software for creating reports identifying investment and planning opportunities for projected assets to invest