Business assistance, advisory services and consultancy in the fields of budgeting, bookkeeping, preparation and filing of claims, preparation and filing of forms, bill paying, organizing and processing paperwork, development of plan to achieve goals and referral services to bereavement counselors; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary

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