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