Specialties: Retirement Planning Strategies, Saving for Education, Estate Planning Strategies, Wealth Preservation Strategies, Family Finances, Employee Stock Options, Executive Compensation and Benefit Strategies. I am licensed to conduct business in: CT, GA, TX, VA, VT, DC, PA, FL, NJ, AZ, CO, ME, WI, IL, RI, NH, OR, SC, NM, CA, NC, NY. (CA Insurance #0F03977)