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Business risk management; Business risk management services; all the foregoing not offered in connection with banking, credit card, debit card, electronic payment process, and electronic transfer of funds services; all the foregoing not offered in connection with banking, credit card, debit card, electronic payment process, and electronic transfer of funds services

Consulting, financial development and financial design of employee benefit plans concerning insurance and finance; Insurance risk management for both individuals and businesses; Financial risk management; Financial administration of corporate retirement plans; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in corporate retirement plans; Providing investment advice and consultation services for individuals and businesses; Providing information regarding financial investment strategies for both individuals and businesses; Investment advisory services for individuals and businesses; Financial services, namely, wealth management services; Investment consultation services; all the foregoing not offered in connection with banking, credit card, debit card, electronic payment process, and electronic transfer of funds services