THE THINKING BEHIND THE GAME

Financial services, namely, financial management services, financial planning services, estate planning services, financial consultation and planning services specifically in the areas of tax planning, retirement planning, gift planning and distribution planning, financial management of endowments and private foundations, administration of employee benefit plans, financial portfolio management services, investment advice, management and consultation services, investment banking services, securities underwriting and brokerage services, annuities and life insurance underwriting services, stock, mortgage, and mutual fund brokerage services, banking services, insurance underwriting services in the fields of automobiles, homeowners, life, disability, and credit cards, insurance administration, and insurance consultation