Providing information in the field of wealth management for retirement planning and financial freedom, cash flow and budget analysis, employment changes and compensation analysis, corporate benefits review, real estate guidance, debt structure and analysis, financial education planning, and charitable giving; Investment management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Estate planning; Equity capital investment; Management of private equity funds; Public equity investment management; Private equity fund investment services; Private equity consultant services; Insurance consulting in the field of property and casualty, life, disability, and long term care insurance; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Financial advice relating to tax