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