Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Estate planning; Estate trust management; Estate trust planning; Financial investment brokerage services; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial services, namely, wealth management services; Financial trust planning; Investment advisory services; Investment brokerage; Providing counseling and consulting in the field of healthcare insurance benefits; Providing information in the field of employee financial benefit plans