Financial analysis and planning; 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

Automobile lease financing and purchase financing services; providing financing for extended service contracts covering the repair and maintenance of motor vehicles; commercial financing services, namely, automobile inventory and floor plan financing and commercial real estate financing