Financial and consulting services, namely advice to individuals regarding gifts to institutions and charitable organizations, including life insurance policies; goal-focused financial planning services, namely, analysis of current financial position; long-term financial planning services, namely, retirement planning, long-term care planning, charitable gifting strategies and planning, education planning, investment planning and management, risk mitigation management and insurance consulting, tax planning, and estate planning; small business financial planning services, namely, consulting and counseling in the fields of business structure, employee benefits, and succession planning

'advic':6 'analysi':27 'benefit':84 'busi':69,81 'care':44 'charit':14,46 'consult':3,62,74 'counsel':76 'current':29 'educ':51 'employe':83 'estat':66 'field':79 'financi':1,23,30,35,70 'focus':22 'gift':10,47 'goal':21 'goal-focus':20 'includ':16 'individu':8 'institut':12 'insur':18,61 'invest':53 'life':17 'long':33,42 'long-term':32,41 'manag':56,59 'mitig':58 'name':5,26,38,73 'organ':15 'plan':24,36,40,45,50,52,54,64,67,71,87 'polici':19 'posit':31 'regard':9 'retir':39 'risk':57 'servic':4,25,37,72 'small':68 'strategi':48 'structur':82 'success':86 'tax':63 'term':34,43

STRATEGIC STEWARDSHIP

Owner

Goods & Services