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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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    1616 Metropolitan Cir Ste B Tallahassee, FL 32308-3779 T: 850.841.9225 F: 407.636.5797
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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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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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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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Health Insurance & Medicare

Health Insurance & Medicare

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A Step-by-Step Guide to Your Health Insurance Options in Retire...
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When To Turn On Social Security

When To Turn On Social Security

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Pension & Income Planning

Pension & Income Planning

Planning & Retirement
Transitioning from Salary to Pension: 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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