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  • Winter Park Office
    601 N New York Ave Ste 102 Winter Park, FL 32789-3103 T: 407.636.5790 F: 407.636.5797
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Video Content Library

Social Security Planning

Social Security Planning

Planning & Retirement
Social Security Planning: A Step-by-Step Guide to Maximizing Yo...
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Tax Efficient Rollovers

Tax Efficient Rollovers

Planning & Retirement
Tax-Efficient Rollovers: How to Transfer Your Retirement Money ...
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Medicare

Medicare

10.07.2024 // Planning & Retirement
Weighing Your Medicare Health Insurance Options Retiring involves...
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Long Term Care Planning

Long Term Care Planning

Planning & Retirement
The Crucial Need for Long-Term Care Insurance in Retirement: Navi...
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Life Insurance

Life Insurance

Planning & Retirement
The Role of Life Insurance in Retirement: Do You Need It and Why?...
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Investing: Risk vs. Reward

Investing: Risk vs. Reward

Planning & Retirement
Investing in Retirement: Balancing Risk and Reward Investing is...
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Diversifying Investments

Diversifying Investments

Planning & Retirement
Diversifying Your Money Using the Time Segmentation Strategy: A...
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Taxes

Taxes

10.07.2024 // Planning & Retirement
Navigating Taxes in Retirement: What You Need to Know When planni...
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Trust and Estate Planning

Trust and Estate Planning

10.07.2024 // Planning & Retirement
Trusts and Estate Planning: Securing Your Legacy and Protecting Y...
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Working Together and Compensation - How Investment Advisory Accounts Work

Working Together and Compensation - How Investment Advisory Accounts Work

Planning & Retirement
How to Work with a Financial Advisor: A Guide to Managing Your ...
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  • Winter Park Office 601 N New York Ave Ste 102 Winter Park, FL 32789-3103
  • T 407.636.5790
  • F 407.636.5797
  • Map & Directions
  • Map & Directions
  • Tallahasse Office 1616 Metropolitan Cir Ste B Tallahassee, FL 32308-3779
  • T 850.841.9225
  • F 407.636.5797
  • Map & Directions
  • Map & Directions
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