INVEST IN A SHARED SENSE OF SERVICE

Owners

Goods & Services

Education services, namely, providing a website featuring nondownloadable videos, articles, tutorials in the field of financial wellness and financial Education

Financial services, namely, commodity investment advice, financial analysis and consultation, financial exchange, financial forecasting, financial investment in mutual funds, stocks and other securities for others, financial management, financial planning, financial portfolio management, fund investment consultation, investment advice, investment brokerage, investment consultation, and investment management for others; financial services in the nature of an investment security; mutual fund investment services; administration of employee benefit plans concerning insurance and finance, pension plans, retirement funds and deferred compensation plans; providing brokerage on behalf of participants in defined contribution plans, deferred compensation plans and individual retirement accounts for investment in mutual funds, stocks and other securities; providing financial information by electronic means about financial accounts, mutual funds, and retirement planning tools; providing financial information by an automated telephone system about financial accounts, mutual funds, and retirement planning tools; providing an online computer database featuring information concerning financial accounts, mutual funds, and retirement planning tools; providing financial planning information to state and local governments and their employees and to not-for-profit entities and their employees via the Internet; insurance services, namely, the administration, education, and sale of life insurance and life insurance-based investment products; financial counseling services, namely, helping others build a better working relationship with their money by means of financial advice, financial management, and financial consulting; Financial planning, namely, creating personalized strategies for student loan repayment