Business succession planning; Business management planning; Business acquisitions consultation; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, business organization, marketing and customer analysis; Business strategic planning services; Business risk assessment services; Business risk management consultation; Business development consulting services

Financial services, namely, wealth management services; Financial planning; Financial trust planning; Providing information in the field of financial planning; Financial planning for retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Investment advisory services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance information and consultancy; Financial services in the nature of providing an investment option available for life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Providing information in the field of wealth management; Insurance brokerage services; Life insurance brokerage; Financial evaluation for insurance purposes