Financial analysis and planning; asset management; debt management; financial risk management; insurance brokerage in the fields of long-term care insurance, disability insurance, property and casualty insurance, and life insurance; estate, trust and wealth distribution planning; consulting regarding philanthropic monetary and asset donations; and mortgage brokerage

Hedge fund investment services; Mutual fund brokerage; Mutual fund investment; Private placements of hedge funds, private equity funds, securities and derivatives for others; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities