Specialties
Tax Planning Strategies, Investment Management, Wealth Preservation Strategies, Retirement Plan Distribution, Financial Planning for Small Business, Retirement Income Strategies, Charitable Giving Strategies, Business Retirement Plans, Sustainable and Responsible Investing, Cash Flow Management Strategies, Executive Compensation and Benefit Strategies, Consulting on potential benefits and risks of IRA rollovers, Social Security Retirement Benefits, Family Finances, Financial Strategies for LGBTQ Couples and Families, Women's Financial Strategies, Domestic Partner Planning, Insurance, Saving for Education, Investments, Retirement Planning Strategies, Estate Planning Strategies