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Our Specialties: Wealth Preservation Strategies, Retirement Planning Strategies, Investment Management, Tax Planning Strategies, Financial Strategies for LGBTQ Couples and Families, Cash Flow Management Strategies, Executive Compensation and Benefit Strategies, Domestic Partner Planning, Family Finances, Intergenerational Planning, Estate Planning Strategies, Retirement Plan Distribution, Saving for Education, Social Security Retirement Benefits, Charitable Giving, Retirement Income Strategies, Insurance, Business Retirement Plans, Small Business