STRATEGIC STEWARDSHIP

Financial and consulting services, namely advice to individuals regarding gifts to institutions and charitable organizations, including life insurance policies; goal-focused financial planning services, namely, analysis of current financial position; long-term financial planning services, namely, retirement planning, long-term care planning, charitable gifting strategies and planning, education planning, investment planning and management, risk mitigation management and insurance consulting, tax planning, and estate planning; small business financial planning services, namely, consulting and counseling in the fields of business structure, employee benefits, and succession planning