Aircraft appraisal and valuation services; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Credit risk management; Debt management services; Estate planning; Estate trust management; Estate trust planning; Financial advice relating to income tax; Financial advice, namely, budget planning; Financial counseling services, namely, helping others build a better working relationship with their money; Financial management; Financial planning and investment advisory services; Financial portfolio management; Financial research and information services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial asset management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products