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Our Specialties: Business Retirement Plans, Retirement Planning Strategies, Employee Stock Options, Retirement Income Strategies, Retirement Plan Distribution, Social Security Retirement Benefits, Executive Compensation and Benefit Strategies, Wealth Preservation Strategies, Sustainable and Responsible Investing, Investment Management, Cash Flow Management Strategies, Family Finances, Saving for Education, Intergenerational Planning, Estate Planning Strategies, Tax Planning Strategies, Charitable Giving