Credit and financial consultation; Financial administration of retirement plans; Financial analysis and consultation; Financial consultation; Financial consultation in the field of Insurance and Investment Services; Financial evaluation for insurance purposes; Financial investment in the field of Insurance and Securities; 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 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, estate settlement services; 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, mortgage planning; Financial services, namely, savings programs for youths; Financial sponsorship of Parties, Advertising, Written Articles, Media Relations, Public Relations, Community Events on Local and National Levels; Providing on-line financial calculators; Providing online information in the field charitable monetary giving through financial and estate planning