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