SENSIBLE FINANCIAL PLANNING

Income tax consultation; financial record-keeping for income tax regulatory compliance purposes; income tax compliance services, namely, income tax preparation services

Financial services, namely, investment brokerage and management services, financial consulting services, financial advising services, financial planning services, retirement planning services, estate planning services, wealth management services, trust planning services, trust administration services, personal cash management; financial consulting and advising services in the fields of retirement planning and planned giving; insurance consultancy, namely, providing advice to others concerning life, disability and long-term care insurance; providing employers with financial advice concerning retirement savings plan design

Providing a Web site featuring non-downloadable articles in the fields of financial planning, investment advising, wealth management, retirement planning, and planned giving, life, disability and long-term care insurance, income taxes and tax compliance, and retirement savings plan design; online non-downloadable electronic newsletters provided by e-mail concerning financial planning, investment advising, wealth management, retirement planning, planned giving, life, disability and long-term care insurance, income taxes and tax compliance, and retirement savings plan design