Specialties
Employee Stock Options, Tax Planning Strategies, Consulting on potential benefits and risks of IRA rollovers, Family Finances, Executive Compensation and Benefit Strategies, Women's Financial Strategies, Cash Flow Management Strategies, Charitable Giving Strategies, Social Security Retirement Benefits, Financial Planning for Small Business, Intergenerational Planning, Saving for Education, Wealth Preservation Strategies, Insurance, Estate Planning Strategies, Retirement Planning Strategies, Sustainable and Responsible Investing

