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Personal Financial Planning, Wealth Management, Fee-Only Financial Planning, Investments, Retirement Planning, Stock Option Planning, Insurance Planning, Tax Planning, Estate Planning, Portfolio Review and Optimization, Portfolio Management, Creating and preserving personal wealth, Stock Options PlanningIncome Tax Planning, College Education, Financial Check Ups/Second Opinions, Cash Flow Analysis, Lump-sum distribution advice, Debt Repayment Planning, Insurance Review, Retirement planning strategies, Estate Plan Review, Establishing charitable legacies, Maximizing wealth transfer, Minimizing the risk of financial catastrophes, Certified Financial Planner®, CFP®