Financial planning; Financial analysis and consultation; Financial management; Financial research; Estate planning; Financial planning, namely, retirement planning; Financial portfolio management, Insurance brokerage; Insurance claims processing; Insurance services, namely, underwriting extended warranty contracts in the automotive field; Insurance underwriting in the fields of individual life, disability, long term care, homeowners, personal umbrella, automobile, watercraft, recreational vehicles, tenants and renters coverage, health insurance, life, accidental death and disability, long and short term disability, dental insurance, flexible spending plans, payroll deduction insurance, property, energy systems, mechanical breakdown of production machinery, electronic data processing, crime, general liability, surety bonds, builders risk/installation floaters, property and casualty, products and completed operations liability, professional liability, pollution and environmental liability, garage and garage keepers liability, employment practices liability, directors and officers liability, fiduciary liability, inland and ocean marine, workers compensation, commercial umbrella, aircraft, business income and extra expense insurance; Management and consultation in conjunction with executive benefits, deferred compensation, employee benefits, cafeteria plans, retirement plans, pension plans and 401(k) retirement plans; Insurance consultation; Risk management, namely, loss control services, safety management and consultation, risk and loss analysis, and risk financing and evaluation; Claims administration; Financial analysis and consultation, namely, automotive dealership profit development