Financial services, namely, financial planning and consultation, estate planning consultation, wealth management, investment and money management; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; administration and execution of stock plans; legacy planning, retirement and benefit review and consulting services; money lending; mortgage lending; real estate brokerage; real estate consultation; real estate investment; debt review and refinancing, equipment financing; life insurance and consultation services; tax planning and strategy; designing, funding, brokering, implementing and servicing employee benefits programs; property and casualty insurance, including for building, loss of income, general liability, builders risk, business, computer equipment, professional liability, umbrella, directors and officers liability, crime, employment practices liability, automobile, representations and warranties coverage, workers compensation, errors and omissions, inland marine, intellectual property, contractors equipment, fiduciary liability and surety bonds