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