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