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Florida's Premier Wealth Management Blog.

Weekly posts on retirement, tax, estate, and investment planning from a fiduciary CFP. Filter by topic below.

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Quarterly notes on retirement strategy, tax law changes, and what we're watching in the markets. From a fiduciary CFP, written for clients (not the financial press).

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Two offices, one team.

Boca Raton (Home Office)

1200 North Federal Highway, Suite 300
Boca Raton, FL 33432
(954) 809-3553
Monday to Friday, 8:30 AM to 4:30 PM ET

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7901 SW 6th Court, Suite 320
Plantation, FL 33324
(954) 809-3553
Monday to Friday, 8:30 AM to 4:30 PM ET
Serving

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