Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Estate planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial investment in the field of financial and investment planning for individuals, namely, estate planning, college funding, retirement planning, mutual funds, variable annuities, and asset allocation; Financial planning, namely, executive benefit plans, key person insurance, and buy-sell funding; Financial trust planning; Insurance consulting in the field of life, health, disability, long-term care, variable universal life, annuities and Medicare supplements for individuals; Insurance services, namely, insurance eligibility review and verification and consultation in the employee benefits industry; Providing information in the field of employee financial benefit plans