Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial administration of retirement plans; Investment advice; Loan financing; Loan origination services; Credit and loan services; Employee stock plan administration 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 credit or debit card over a global data network; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financing loans for purchasing stock through employee stock purchase plans; 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 temporary loans