WISDOM FOR GENERATIONS. PEACE OF MIND TODAY.

Class [036]
Insurance & Financial Services

Financial administration of investment portfolios of others, customized to each client's unique objectives, return requirements, risk tolerance, and individual and family circumstances; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of investment supervisory services and the management of investment advisory accounts as continuous investment counseling services, structuring of client investment portfolios; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, reviewing retirement cash flow, intergenerational wealth transfer, insurance needs, tax planning, funding college education, and philanthropy; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Philanthropy consultation relating to charitable fundraising