BALANCEDCARE

Class [036]
Insurance & Financial Services

Fiduciary representatives; fiduciary services, namely, fiduciary representative services; representative payee services, namely, overseeing the financial needs of individuals who require assistance in managing Social Security payments, Supplemental Security Income, and Department of Veterans Affairs (VA) benefits; financial consultation services in the field of managing Social Security payments, Supplemental Security Income, and Department of Veterans Affairs (VA) benefits; providing counseling and consulting in the field of Social security benefits, Supplemental Security Income, and Department of Veterans Affairs (VA) benefits; providing information in the field of Social Security benefits, Supplemental Security Income, and Department of Veterans Affairs (VA) benefits; financial trust administration; special needs trust management; financial advisory and consultancy services, namely, special needs trust consultation, planning, administration and management services; trust services, namely, financial administration of special needs trusts and pooled trusts; financial trust administration in the field of special needs trusts and pooled trusts; trustee services for special needs trusts and pooled trusts; pooled trust services, namely, special needs trust management and financial administration services; trust services, namely, the financial administration and management of pooled supplemental needs trusts; providing an online internet website portal for pooled trust beneficiaries to manage financial benefits, namely, to view the status of bill payments, the balance remaining in the trust, and financial transactions of the trust; providing an online internet website portal offering information in the field of pooled trusts through the use of an on-line tool for assisting potential trust creators, grantors, or beneficiaries in calculating the amount of income that can be preserved through the use of a pooled trust