The company aims to provide services in the areas of financial and pension planning, mortgage and wealth management, as well as the brokerage of related products and solutions. To achieve these goals, it can analyze, select, broker, or manage investment, financial, and insurance products, but it may not accept customer funds nor invest them on its own account. The company may establish branches both domestically and abroad, as well as acquire, hold, and dispose of real estate to the extent that it serves the operationally necessary activities.