PLANNING ACROSS THE SPECTRUM

Class [036]
Insurance & Financial Services

Financial planning, namely, special needs planning; Financial planning; Financial planning for retirement; Financial planning consultation; Financial advice, namely, budget planning; Financial services, namely, mortgage planning; Financial planning and investment advisory services; Financial planning, namely, creating personalized strategies for achieving financial independence, including money management strategy, succession planning, college funding planning, and tax mitigation strategy; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial management in the field of investment portfolios, employee pension plans, 401(k) and retirement plans, 403(b) and non-retirement plans, and stock option plans; Strategic financial advisory services; Financial advisory and consultancy services; Financial administration of retirement plans; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial consultancy and insurance consultancy; Estate trust planning; Estate planning; Providing information in the field of employee financial benefit plans; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Providing financial services with respect to securities and other financial instruments and products, namely, money management services