KEEPING WEALTH SIMPLE

Owners

Goods & Services

Financial planning, namely, Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial consultation; Financial consulting services, namely, expert analysis in finance; Financial information provided by electronic means in the field of financial planning, personal finance, financial advisor services, and financial services industry trends and practices; Financial research; Financial research and information services; Financial advisory and consultancy services, namely, financial advisor information services, financial advisor data research services, and financial services industry consultancy services; Financial analysis and consultation; Financial analysis and research services; News reporting services in the field of financial news; Providing financial information services to individuals, business and non-profit entities, and financial services industry professionals; Providing information and research in the field of finance and financial investments; Providing a web site featuring personal financial information and financial advice; consulting in the field of financial planning, personal finance, and financial advisor services

Consulting services in the field of financial planning and advising training; Education services, namely, providing online digital written publications in the nature of books, magazines, brochures, podcasts, and seminars in the field of financial planning, personal finance, and financial advisor services; Providing on-line newsletters in the field of financial planning, personal finance, and financial advisor services; Providing a web site that features informal instruction on financial planning, personal finance, and financial advisor services; Workshops and seminars in the field of financial planning and financial advisor services; Educational services, namely, providing online instruction in the field of financial planning, personal finance, and financial advisor services via an online website; Entertainment services, namely, providing podcasts in the field of financial planning, personal finance, and financial advisor services; On-line journals, namely, blogs featuring information on financial planning, information on personal finance, information on financial advisor services, and original research in the field of financial planning; Providing a website featuring blogs and non-downloadable publications in the nature of written publications in the nature of books, magazines, brochures, entertainment services in the nature of providing podcasts, consulting, and providing seminars in the fields of financial planning, personal finance, and financial advisor services training