Financial advisory and consultancy services, namely, pension plans, IRAs, church retirement accounts, 501(c)(3) retirement plans; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of pension plans, church retirement plans; Financial planning for retirement; Investment advisory services; Monitoring financial markets for investment purposes; Mutual fund investment; Private equity fund investment services; Providing information in the field of employee financial benefit plans

'3':15 '501':13 'account':12 'advisori':2,50 'benefit':74 'c':14 'charit':32 'church':10,42 'consult':4,19 'employe':72 'equiti':62 'field':23,38,70 'financi':1,18,34,45,53,73 'fund':59,63 'give':26 'inform':67 'invest':49,56,60,64 'ira':9 'manag':35 'market':54 'monitor':52 'mutual':58 'name':6 'non':29 'non-profit':28 'organ':33 'pension':7,40 'plan':8,17,25,41,44,46,75 'privat':61 'profit':30 'provid':66 'purpos':57 'retir':11,16,43,48 'servic':5,20,51,65

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