BRIGHTPLAN

Provision of financial information in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, tax planning, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; providing a website featuring information, namely, digital content in the nature of documents, articles and informational resource tools in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, tax planning, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; financial services, namely, financial advice, investment management, financial planning, and financial consultancy; investment advisory services

Software as a service (SAAS) services featuring software for creating financial plans, executing securities trades, and managing asset allocations in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, investing, investment management, charitable giving, brokerage accounts, and trading in securities and other financial investment vehicles; providing temporary use of online non-downloadable software for creating financial plans, executing securities trades, and managing asset allocations in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; providing temporary use of non-downloadable cloud-based software for creating financial plans, executing securities trades, and managing asset allocations in the fields of wealth creation and wealth management; providing temporary use of non-downloadable cloud-based software for educating investors and clients in the field finance; providing temporary use of non-downloadable cloud-based software for enabling users to sign and execute documents