Field of emphasis is retirement planning. I work closely with estate planning attorneys and CPAs to help high net worth individuals and families build long term plans that fit their unique circumstances. I also perform college and tax planning with clients. The Securities and Exchange Commission ("SEC") Rule 206(4)-1, under the Investment Advisers Act of 1940 ("Advisers Act"), prohibits a Registered Investment Adviser ("RIA") from publishing, circulating, or distributing any advertisement that refers, directly or indirectly, to any testimonial of any kind concerning the RIA or any advice, analysis, report, or other service rendered by the investment advisor. The use of "social plug-ins"su