Assessment and management of real estate; Development of insurance policies for others; Financial advice, namely, budget planning; Financial management in the field of Client Specific financial Spending plan; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Health insurance cooperative services in the nature of underwriting, issuing and administration of health insurance; Insurance administration; Insurance risk management; Real estate investment consultancy; Real estate management; Administration of Individuals, Businesses plans concerning insurance and finance