C

Owners

Goods & Services

Business succession planning

Financial and financial advisory services in the fields of financial planning; retirement planning; investment management; insurance planning, in the fields of life, disability, split dollar, and long-term care insurance policies; estate planning conservation; college planning services, namely, 529 plans; financial administration of corporate retirement plans; financial planning for corporate retirement; administration of employee benefit plans concerning insurance and finance, namely, 401(k) plans, medical benefits, and supplemental life, disability, and long-term care plans; administration of executive compensation plans concerning insurance and finance, namely, supplemental executive retirement plans, 401(k) mirror accounts, and incentive stock plans; financial planning regarding the succession and transition of businesses; advisory services in the field of administration of employee benefit plans, namely, 401(k) plans, 401(k) mirror accounts, supplemental executive retirement plans, incentive stock plans, executive medical benefits, and supplemental life, disability, and long-term care plans