IPLAN

Owner

Goods & Services

Online financial planning services, namely, providing web-based, automated and customized personal financial planning services for use by consumers; Financial services, namely, providing financial information and advice to assist consumers in aligning personal financial strategies and planning with personal life goals; Financial services, namely, providing financial information and advice to consumers related to financial planning, personal financial situation assessment and evaluation, and implementing and monitoring financial planning strategies to achieve life goals; Financial planning, namely, the creation of personalized strategies to assist consumers in achieving financial independence; Providing an on-line computer database featuring information and advice in the fields of insurance and annuities, banking services, brokerage services, commodities trading, real estate brokerage services, mutual fund investments, whole life insurance underwriting services, variable annuities, brokerage products, credit products, and mortgages; Providing financial information and advice for the management of personal finances; Providing financial information and advice relating to personal financial goal identification, personal financial goal prioritization, personal financial goal targets, and personal investment strategies; Financial advice; Financial advice and consultancy services; Financial consultation, namely providing financial information and advice to assist consumers in identifying financial services and executing personal financial plans; Financial consultation; Financial planning consultation; Financial advice relating to personal financial goal setting