I HELP PEOPLE MAKE SMART DECISIONS WITH THEIR MONEY

Financial analysis and consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultation; Financial consulting; Financial evaluation for insurance purposes; Financial investment in the field of financial investments; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services in the field of money lending; Financial services in the nature of an investment security; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely estate settlement services; Financial services, namely money lending; Financial services, namely providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, mortgage planning; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, savings programs for youths; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Brokerage in the field of financial investments and insurance; Charitable fund raising services, namely, sharing profits from newspaper subscription sales with not-for-profit organizations; Insurance agencies; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage in the field of insurance; Insurance consultation; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance services, namely, writing property and casualty insurance; Life insurance brokerage; Providing information in insurance matters; Insurance premium rate computing; Insurance services in the nature of loss control management for others; Insurance administration; Insurance administration in the field of home, auto, life, and heath; Insurance agencies in the field of home, auto, life, and heath