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Media

Southwest Florida Financial Planners
Serving Clients Locally and Nationwide
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In The News
News organizations come to us, a trusted advisor, for our views on the economy and capital market events.
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The Market Minute

Watch "The Market Minute" for timely updates on the capital markets.  We connect the dots to help you become a better investor.
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LodeStar Blog

 Market commentary and actionable insights related to investment strategies, financial planning and the overall economy.
Phone: (239) 325-5110
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