Computer software for use in providing financial needs analysis and consultation, namely, performs a personalized analysis of an individual's income, retirement, and asset needs, both current and future

'analysi':9,16 'asset':24 'comput':1 'consult':11 'current':27 'financi':7 'futur':29 'incom':21 'individu':19 'name':12 'need':8,25 'perform':13 'person':15 'provid':6 'retir':22 'softwar':2 'use':4

printed materials, namely brochures, reports and questionnaires for use in providing financial needs analysis and consultation

'analysi':14 'brochur':4 'consult':16 'financi':12 'materi':2 'name':3 'need':13 'print':1 'provid':11 'questionnair':7 'report':5 'use':9

consultation services, namely financial needs analysis and assessment

'analysi':6 'assess':8 'consult':1 'financi':4 'name':3 'need':5 'servic':2

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