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Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; Financial services, namely, raising money for the hedge funds of others; Financial planning; Financial planning for retirement; Individual retirement account services; Mortgage lending; Mortgage refinancing; Financial services, namely, mortgage planning; Mortgage financing services; Arranging of loans; Financing of loans; Insurance and financial information and consultancy services; Providing a website featuring information in the fields of financial management and wealth creation

Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of financial management and wealth creation; On-line journals, namely, blogs featuring articles in the field of financial management and wealth creation