Financial services, namely, providing financial advice, information, analysis, and planning relating to investments, asset management, cash management, life insurance, and disability insurance; investment advising and management; providing market information and administering transactions relating to stocks, bonds, mutual funds, and other securities; retirement planning and consulting services, namely, providing 401(k), profit sharing, SIMPLE IRAs, SEP-IRAs, and Defined Benefit plans; and private investment advising and information relating to alternative strategies

'401':49 'administ':31 'advic':6 'advis':24,65 'altern':70 'analysi':8 'asset':14 'benefit':60 'bond':36 'cash':16 'consult':45 'defin':59 'disabl':21 'financi':1,5 'fund':38 'inform':7,29,67 'insur':19,22 'invest':13,23,64 'ira':54,57 'k':50 'life':18 'manag':15,17,26 'market':28 'mutual':37 'name':3,47 'plan':10,43,61 'privat':63 'profit':51 'provid':4,27,48 'relat':11,33,68 'retir':42 'secur':41 'sep':56 'sep-ira':55 'servic':2,46 'share':52 'simpl':53 'stock':35 'strategi':71 'transact':32

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