THE CIRCLES OF STEWARDSHIP

Financial services, namely, consulting, counseling, advising, planning, and financial management services in the fields of finance, retirement, qualified and non-qualified benefits, executive compensation, welfare benefit programs, options, derivatives, partnerships, trusts and trust management, generation skipping transfers, real estate investment and management services, estate, taxation, inheritance, philanthropy, charitable giving, legacy planning, life planning, investments, endowments, foundations, business succession, selection and utilization of advisors, creation of family financial and philanthropic mission statements, insurance, annuities and asset management, securities, insurance and annuity brokerage services, and insurance underwriting services