Financial planning; executive financial compensation planning; retirement financial planning; estate planning; insurance brokerage and consultation; mortgage lending and brokerage; insurance agency services; investment services, namely, debt strategies and asset management; brokerage and investment advisory services and risk management; financial evaluation for insurance purposes; financial services, namely, management of mutual funds, investment retirement accounts, certificates of deposit, fixed and variable annuities, stock and bond brokerage accounts, retirement and estate planning; and brokerage, consulting and agent insurance services relating to life insurance, property and casualty insurance, and disability and long term care insurance; providing advisory and consulting services in the field of employee benefit plans as they pertain to retirement planning