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Financial services, namely, providing consultation and assistance regarding retirement accounts and plans, transfers/rollovers to retirement accounts, personal savings accounts, life insurance, wills and estate planning, gift planning and annuities, obtaining loans for the purpose of making purchases, undertaking construction or remodeling, refinancing, or establishing a credit line, capital stewardship campaigns, investing, stewardship, ministry investment accounts, property and casualty insurance, establishing and funding trusts, endowments, donor advised funds, wealth management, and asset protection