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    5383 Primrose Lake Circle, Suite B Tampa, FL 33647-3520 T: 813.977.6400 F: 813.977.6443
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Remote work and its effect on real estate
A pandemic necessity. But, how have remote preferences and hybrid workstyles since impacted business and real estate development?
Technology & Innovation
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
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Give your old devices new life
Old devices don’t have to add to the clutter. Here are some options for getting the most out of those electronics.
Family & Lifestyle
Impact of local infrastructure investments on a portfolio
Infrastructure has historically drawn the attention of institutional investors. But now individual investors are starting to take notice.
Markets & Investing
Life insurance, loans and liquidity for your heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
Estate & Giving
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Now or later? How and why you give can be illuminating
Making your charitable donations in mindful ways that support your values can maximize their impact.
Estate & Giving
The Strength of a CFP®

Taking a holistic view of your life to understand how your money plays into it.

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  • 5383 Primrose Lake Circle, Suite B Tampa, FL 33647-3520
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