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Danielle's office location
8120 Lakewood Main St., Suite 201
Lakewood Ranch, FL 34202
O: 941.907.0168
TF: 800.247.3011
F: 941.907.9829
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Map and Directions
Kevin's office location
1421 Pine Ridge Road, Suite 300
Naples, FL 34109-2116
T: 239.513.6500
TF: 800.843.2025
F: 239.596.5474
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Map and Directions
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Retirement & Longevity
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Longevity Planning
Retirement Planning
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Your guide to marriage and money
Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage.
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Family & Lifestyle
Making a career pivot
Need to change jobs? Read five tips to help you redesign your work life.
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Family & Lifestyle
A Survivor’s Survival Plan
5/6/2019
The surprises that come with widowhood don’t have to catch you off guard.
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Family & Lifestyle
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