Investment management and investment advisory services; Providing information in the field of personal finance, namely, personal financial planning and financial planning for retirement; Providing information and advice in the field of finance and financial investments in particular advice on finance during retirement; Tax-efficient investing services and advising on tax-efficient investment strategies in the nature of investment in public equities, asset acquisition, fixed income investing, private equity investing, and hedge fund investing; Life, Health, Long-term care and accident insurance brokerage; Insurance planning and review, namely, insurance eligibility and needs consultation and planning in the fields of life, health, accident and long-term care insurance; Issuance and administration of annuities; Estate planning, in particular, estate conservation and settlement; Estate trust management and trust services, namely, investment and trust company services; Financial retirement plan consulting services and brokerage in the field of company-sponsored retirement plans and employee benefit plans concerning insurance and investments; Financial consulting services in investment and accumulation strategies to help pay for a child's education
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