KEEPING WEALTH SIMPLE

Financial planning, namely, Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial consultation; Financial consulting services, namely, expert analysis in finance; Financial information provided by electronic means in the field of financial planning, personal finance, financial advisor services, and financial services industry trends and practices; Financial research; Financial research and information services; Financial advisory and consultancy services, namely, financial advisor information services, financial advisor data research services, and financial services industry consultancy services; Financial analysis and consultation; Financial analysis and research services; News reporting services in the field of financial news; Providing financial information services to individuals, business and non-profit entities, and financial services industry professionals; Providing information and research in the field of finance and financial investments; Providing a web site featuring personal financial information and financial advice

Consulting services in the field of financial planning and advising training; Education services, namely, providing written publications, podcasts, consulting, and seminars in the field of financial planning, personal finance, and financial advisor services; Providing on-line newsletters in the field of financial planning, personal finance, and financial advisor services; Providing a web site that features informal instruction on financial planning, personal finance, and financial advisor services; Workshops and seminars in the field of financial planning and financial advisor services; Educational services, namely, providing online instruction in the field of financial planning, personal finance, and financial advisor services via an online website; Entertainment services, namely, providing podcasts in the field of financial planning, personal finance, and financial advisor services; On-line journals, namely, blogs featuring information on financial planning, information on personal finance, information on financial advisor services, and original research in the field of financial planning; Providing a website featuring blogs and non-downloadable publications in the nature of written publications, podcasts, consulting, and seminars in the field(s) of financial planning, personal finance, and financial advisor services training