BINGHAM · OSBORN & SCARBOROUGH · LLC

Investment management services, namely, wealth management; financial planning; financial planning for retirement; estate planning; financial charitable planning, namely, developing and managing charitable giving programs for others; financial portfolio management featuring portfolio diversification; insurance programs, namely, life insurance , disability insurance, long-term care insurance, and health insurance underwriting and subrogation; and tax management featuring tax-advantaged investments and accounts, and tax-deferred strategies