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Single Parent? Formalize Your Estate Intentions

Documenting your future wishes is especially important if you’re the single parent of an underage child.

Estate & Giving

Nontraditional Assets Can Complement a Diversified Portfolio

For some investors, alternative investments can help boost diversification and temper the effects of market volatility.

Markets & Investing

The twists and turns of Social Security

This all-important retirement income source is tricky, especially around times of transition.

Retirement & Longevity

Ensure Your Work Leaves a Lasting Impact [INFOGRAPHIC]

Your work ethic and the actions you take today can make a lasting impact on the lives of those around you.

Business Ownership

The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]

Explore a spectrum of strategies that can help you live out your family legacy.

Family & Lifestyle

Post-disaster relief resources

In the wake of a natural disaster, online resources are available to help you seek federal assistance and answer your questions along the way.

Family & Lifestyle

Are you ready?

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1314 E Venice Ave Ste A Venice, FL 34285-7160
941.412.1400
941.412.1300
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1950 Ringling Blvd Unit 401 Sarasota, FL 34236-6006
941.706.3449
941.706.3459
Map & Directions
Map & Directions

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