RESOURCES
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CALCULATORS
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HELPFUL RESOURCES
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WEALTH PLANNING
Sudden Wealth
What should you do if you strike it rich?
Elite Wealth Planning
What it is and why it matters?
Making Wealth Management Decisions as a Couple
ASSET PROTECTION
A Wall Around Your Wealth: The Importance of Asset
Protection
Safeguarding Assets from an Ex-Spouse
Do You Need a Personal Umbrella Policy?
ESTATE PLANNING
The Super Rich’s Three Big Fears—and How They Work
to Overcome Them
Financial Planning for a Special Needs Child
Three Key Elements of Smart Estate Planning
CHARITABLE GIVING
The Power of Charitable Remainder Trusts
Charitable Giving, the Tax-Wise Way
Feeling Philanthropic? A Charitable Planning Primer
LET'S DISCUSS YOUR GOALS
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).
Palm Planning Group and JWC/JWCA are unaffiliated entities.
Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.
Finra/SIPC
Registered Representatives of J.W. Cole Financial, whose identities and associations with Palm Planning Group, which are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.
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