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  • Kinnison Sumner
    360 Concord St Ste 210 Charleston, SC 29401-6305 T: 843.720.3518 F: 843.790.0927
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Tax-efficient strategies for investment properties
3 smart ways to defer capital gains taxes.
Family & Lifestyle
12 wishes for the new year [INFOGRAPHIC]
12/13/2023
What's on the market's wish list for 2024? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
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Consider umbrella insurance
Protect what you've built with a secondary insurance policy.
Family & Lifestyle
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle

The future at your fingertips

Kinnison Sumner

Raymond JamesRaymond James
  • Kinnison Sumner
  • 360 Concord St Ste 210 Charleston, SC 29401-6305
  • T: 843.720.3518
  • F: 843.790.0927
  • Map & Directions
  • Map & Directions

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