PROSPERITY BY DESIGN

Class [036]
Insurance & Financial Services

Financial services, namely, financial planning services, consulting on financial planning, writing, drafting, creating and preparation of financial plans; implementing financial plans; financial ezines and ebooks; financial downloadable publications, newsletters, and reports, booklets, instructional texts; financial analysis; business consulting services; financial records management; financial research; financial risk management, financial consultation and advice and financial planning relating to financial investments, asset management and cash management, assisting others with the completion of financial transactions for stocks, bonds, securities and equities, estate settlement services; mortgage planning, savings planning; financial loan consultation, financial portfolio management, financial investment management, financial research, forecasting and financial risk management; providing on-line financial calculators; providing financial information, providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; consumer lending services; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial trust operations; trust services, namely, investment and trust company services, estate trust management, providing of living trust and other trust services and products; Trust management accounts; Trust services, namely, investment and trust company services; insurance services, namely, Insurance consultation, underwriting, and writing property and casualty insurance; investment management of and distribution of annuities; investment services, namely asset acquisition, consultation, development and management services; insurance brokerage; financial services in the field of money lending, providing an investment security, providing on-line stored value accounts in an electronic environment and investment fund transfer and transaction services, Financial valuation of personal property and real estate, Assessment and management of real estate, tax planning and tax payment processing services, financial administration of retirement plans, financial forecasting, and financial information processing, Housing services, namely, real property acquisition and consumer financing to facilitate home ownership; Investment management; Investment services, namely asset acquisition, consultation, development and management services; Management of a capital investment fund; Management of portfolios comprising securities; Management of private equity funds; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks; Payroll tax debiting services; Public equity investment management; Real estate consultation; Real estate lending services; Real estate management consultation; Risk management; Risk management consultation; seminars, live events, webinars, classes, providing newsletters in the field of money management; tax preparation and Tax payment processing services