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