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Goods & Services

Mobile phone application asset allocation tool, namely, a downloadable mobile application for financial account management in the nature of asset allocation

Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, Asset allocation, financial education, portfolio review, financial planning, investment advisor services, wealth management services, providing financial information, research and information services, portfolio analysis services, mobile phone application asset allocation tool and review services, providing asset allocation services to individuals and organizations; Financial consulting services, namely, expert analysis in finance; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Strategic financial advisory services; Online asset allocation, namely, providing an on-line computer web site that provides financial account management in the nature of financial asset management