Advice relating to investments; Assessment and management of real estate; Capital investment consultation; Commodity investment advice; Equity capital investment; Financial analysis and consultation; Financial consultation; Financial due diligence; Financial evaluation for insurance purposes; Financial management; Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial trust operations; Insurance administration; Insurance administration in the field of auto, home, title, life, dental, health, disability, business, annuities, long term care and property; Insurance agencies; Insurance agencies in the field of auto, home, title, life, dental, health, disability, business, annuities, long term care and property; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage in the field of auto, home, title, life, dental, health, disability, business, annuities, long term care and property; Insurance consultation; Insurance underwriting services for all types of insurance; Investment advice; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Investment of funds for others; Investment services, namely asset acquisition, consultation, development and management services; Real estate acquisition services; Real estate agencies; Real estate appraisal; Real estate consultancy; Real estate consultation; Real estate listing; Real estate management; Real estate management consultation; Real estate multiple listing services; Real estate procurement for others