IC 036. US 100 101 102. G & S: Providing information over computer networks and global communication networks in the fields of finance, financial investment, money and banking, retirement financial planning, estate planning and wills, real estate, life and disability insurance; providing financial planning tools in the nature of an on-line, interactive database containing financial calculators, questionnaires and information to assist in making investment and financial planning decisions. FIRST USE: 20010326. FIRST USE IN COMMERCE: 20010326

IC 042. US 100 101. G & S: Providing on-line investment, financial, budgeting, and estate planning tools, namely, the temporary use of on-line non-downloadable software for use in the fields of financial management, budgeting, financial planning, estate planning, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting; providing on-line web site customization tools, namely, the temporary use of on-line non-downloadable web site customization software for use in the financial field by investment advisors; maintaining an on-line database of financial marketing material; providing an on-line database of financial marketing material to financial professionals; providing customizable financial marketing materials to financial professionals; Providing an on-line non-downloadable Internet-based system application featuring technology enabling users to customize marketing tools. FIRST USE: 20010326. FIRST USE IN COMMERCE: 20010326