STONEWATER FINANCIAL

Financial planning and investment advisory services; Insurance brokerage services; Estate planning; Financial planning for retirement; Financial wealth management services; Financial advice and consultancy services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial administration of retirement plans; Financial analysis; Consulting services in the field of employee benefit plans concerning insurance and finance