BANKING AND FINANCIAL SERVICES-- NAMELY, A SPECIFIC ASSET ALLOCATION STRATEGY USED IN FINANCIAL PLANNING; INVESTMENT ASSET ALLOCATION ADVICE and MANAGEMENT OF PORTFOLIOS OF MUTUAL FUNDS, STOCKS and BONDS, INSURANCE and ANNUITY CONTRACTS AND/OR GROUP and INDIVIDUAL RETIREMENT PLANS; PROVIDING INVESTMENT ADVISORY SERVICES TO INDIVIDUALS, BUSINESSES, TRUSTS, AND RETIREMENT PLANS; PROVIDERS OF RETIREMENT PLANS INCLUDING RECORD-KEEPERS, TRUST COMPANIES, BROKERAGE COMPANIES, INSURANCE COMPANIES, REGISTERED INVESTMENT ADVISORS AND MUTUAL FUND COMPANIES

'advic':18 'advisor':66 'advisori':41 'alloc':9,17 'and/or':33 'annuiti':31 'asset':8,16 'bank':1 'bond':28 'brokerag':60 'busi':45 'compani':59,61,63,70 'contract':32 'financi':3,13 'fund':25,69 'group':34 'includ':54 'individu':36,44 'insur':29,62 'invest':15,40,65 'keeper':57 'manag':20 'mutual':24,68 'name':5 'plan':14,38,49,53 'portfolio':22 'provid':39,50 'record':56 'record-keep':55 'regist':64 'retir':37,48,52 'servic':4,42 'specif':7 'stock':26 'strategi':10 'trust':46,58 'use':11

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