OXFORD LEGACY PLANNING

Estate planning; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio management; Investment consultation; Investment management; Providing on-line information in the field of charitable monetary giving through financial and estate planning