HELPING PEOPLE HELP THEMSELVES Trademark

Financial investment services all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options; financial planning and financial portfolio management services; Insurance brokerage services; annuity investment services, namely, investment management of and distribution of variable annuities; providing financial analysis in the fields of finance, investment, financial planning, and financial investment strategy, financial investing, finance, financial decision making, financial investment research; financial analysis in monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by electronic means, by phone and by online means in the field of investment account information and financial research; financial portfolio management services provided via electronic communication networks; provision of news, information research, databases, and analysis in the fields of financial investing via electronic communication networks