PURPOSE THROUGH PLANNING

Estate planning; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice; Financial advice relating to income tax; Financial advisory services; Financial asset management; Financial consultancy and insurance consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial trust planning; Life insurance brokerage; On-line financial planning services