Estate Planning

A Wide Portfolio of Tools to Serve Our Clients

Estate Planning

 

  • Experienced Advisors married to Sophisticated Tools and support teams to develop optimal estate protection and planning strategies
  • Over 45 institutions competing for design, ratings, and value to your unique needs
  • Estate protection, tax planning, and wealth transfer strategies
  • Pension Maximization
  • Executive Section 162 and like plans
  • Special Needs estate planning for family beneficiaries

 

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P & L Financial Services INC.
5700 SW 34th Street, Suite 1344, Gainesville, FL 32608
100 Bull Street, Suite 200, Savannah, GA 31401
Perry Clark
(352) 745-7546
[email protected]

2080 SW Main Blvd., Suite B
Lake City, Fl 32025
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