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, namely,real estate insurance, loss of income insurance, general liability insurance,builders risk insurance, business insurance, computer equipment insurance,professional liability insurance, umbrella insurance, directors and officers liability insurance, crime insurance, employment practices liability insurance, automobile insurance, representations and warranties coverage insurance, workers compensation insurance, errors and omissions insurance, inland marine insurance,intellectual property insurance, advertising injury insurance, contractors equipment insurance, fiduciary liability insurance and surety bonds insurance