ELEVATE

Personalized financial planning, namely, personalized financial planning services, personalized financial planning, personalized financial portfolio management, personalized investment management programs, personalized online financial planning services, comprehensive personalized financial planning for individuals or businesses, and providing a secure web site featuring personal personalized financial information and financial advice; personalized financial budgeting planning services, namely, personal personalized spending, saving, and investment plans and services, and personalized financial advisory and consulting services; personalized higher education expense planning services, namely, personalized education savings plans, personalized education expense planning, and personalized higher education expense plans; personalized retirement planning services, namely, personalized retirement savings planning, personalized asset allocation plans, and personalized retirement savings options; personalized insurance and risk management services, namely, personalized insurance planning, personalized asset protection, personalized asset allocation programs, and personalized insurance coverage planning