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Downloadable electronic newsletters in the fields of finance, investment, and money management

Printed materials, namely, newsletters, brochures, and customized investor reports in the fields of financial planning and education, finance, investment, money management, investment analysis, portfolio allocation, and recommendations for selecting specific financial instruments

Financial consultancy services in the nature of financial advice, analysis, education, and guidance; Investment advisory services; Investment management, planning, and advice services; Providing information via a global computer network in the fields of finance, money management, financial planning, and financial investments; Financial services, namely, financial planning, financial planning for retirement, financial investment analysis, financial portfolio analysis services

Providing an interactive website featuring technology that allows users to schedule a call with a financial advisor, manage investments, and upload and download documents in the fields of financial and retirement planning, investment analysis, and portfolio allocation