Administration of employee benefit plans concerning insurance and finance; Administration of employee pension plans; Administration of pre-paid health care plans; Credit and financial consultation; Estate planning; Financial administration of retirement plans; Financial analysis and consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultation; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation