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tax consulting services; annuities underwriting and payment of annuities; funds investment; trust and custodial services for retirement plans, namely, investment services in the field of mutual funds and individual retirement accounts; administration of employee pension plans; financial services in the nature of an investment security; investment management services; administering annuities, mutual funds, pensions and income programs; registered investment advisory services and broker-dealer securities services; banking services; consumer loan financing; pension plan consulting; estate planning; financial planning; administration services of insurance in the fields of life, health, disability, dental, prescription drug, vision and accidental death and dismemberment; administration services for deferred compensation benefit plans, profit sharing plans, cafeteria plans and other employee benefit plans; insurance underwriting and brokerage services for groups and individuals in the fields of life, health, disability and dental; mortgage banking services; mortgage brokerage services; residential and commercial mortgage lending and purchasing of mortgage assets; maintaining real estate mortgage escrow accounts; real estate investment services; real estate management; leasing of commercial real estate; financial investment in the field of real estate development; administration of healthcare plans and pre-paid dental plans and claims administration for healthcare plans

[ conducting seminars in the fields of retirement planning, financial management investments, tax strategizing, asset accumulation/distribution and estate planning; conducting seminars in the fields of insurance and employee benefits ]