The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]

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2201 SE 30th Ave Suite 201 Ocala, FL 34471
T 352.671.5310 F 352.671.5313 TF 877.480.8419
Map and Directions Map and Directions

4048 Wedgewood Lane The Villages, FL 32162-9322
T 352.750.6050 F 352.750.6095 TF 877.480.8419
Map and Directions Map and Directions

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The Building Blocks of Your Family Legacy Plan

The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]

08.13.20
Family & Life Events
Estate & Giving
Infographic
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Explore a spectrum of strategies that can help you live out your family legacy.

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Independent Financial Partners:
2201 SE 30th Ave, Suite 201 // Ocala, FL 34471
T 352.671.5310
F 352.671.5313
TF 877.480.8419
Maps and Directions Maps and Directions

Independent Financial Partners:
4048 Wedgewood Lane // The Villages, FL 32162-9322
T 352.750.6050
F 352.750.6095
TF 877.480.8419
Maps and Directions Maps and Directions

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