THE LOST AFFLUENT

Financial services, namely, financial management, financial planning, financial portfolio analysis and management, estate settlement services, financial research, providing financial information, financial advisory and consultation services; capital investment services; investment advisory services; investment management; investment brokerage; investment consultation; asset management services; wealth management services; investment brokerage; 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; bill payment services; financial administrative services namely, financial administration of personal and company spending, investment accounts, medical claims, taxes, insurance coverage and policies