Financial planning; financial planning and investment advisory services; financial planning consultation; financial planning for retirement; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial administration of employee pension plans; financial administration of retirement plans; financial administration of investments; financial advice, namely, budget planning; financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; financial consulting services in the field of planned giving for non-profit and charitable organizations; financial management in the field of investments; financial management of employee pension plans; financial retirement plan consulting services; 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, mortgage planning; financial trust planning; on-line financial planning services; providing information in the field of employee financial benefit plans; providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the internet; providing on-line information in the field of charitable monetary giving through financial and estate planning

Providing a website featuring non-downloadable videos in the field of financial planning