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