AG FINANCIAL

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