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