Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, comprehensive cash flow and tax planning; Financial advice, namely, budget planning; Financial services, namely, mortgage planning; Financial trust planning; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Investment management; Investment advice; Investment advisory services; Investment of funds; Advice relating to investments; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial investment analysis and stock research; Financial investment brokerage services; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy and insurance consultancy; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; 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 services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Life insurance underwriting; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Providing investors with financial information; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans