IC 036. US 100 101 102. G & S: Administration of employee benefit plans concerning insurance and finance; Brokerage in the field of insurance and stocks; Financial evaluation for insurance purposes; Insurance administration; Insurance administration in the field of home, auto and life insurance; Insurance agencies; Insurance agencies in the field of home, accident and life insurance; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage in the field of life insurance and auto insurance; Insurance consultation; Life insurance brokerage; Life insurance underwriting; Marine insurance underwriting; Medical insurance underwriting; Providing information in insurance matters; Providing information regarding workers' compensation insurance policy rates; Credit and financial consultation; Financial administration of retirement plans; Financial analysis and consultation; Financial consultation; Financial investment in the field of securities; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, savings programs for youths; Online financial planning services. FIRST USE: 20070402. FIRST USE IN COMMERCE: 20070402