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  • Charlotte, NC - M8S
    4521 Sharon Rd Ste 375 Charlotte, NC 28211-3782 T: 704.741.4200
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Understanding long-term care
Long-term care planning isn’t just about money; it’s about preserving your quality of life.
Family & Lifestyle
Understanding the difference between long-term care and long-term disability
A person turning 65 today has a nearly 70%1 chance of needing some type of long-term care in their retirement years.
Retirement & Longevity
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How AR is impacting business
The technology is fast rising in popularity and the possibilities are almost limitless.
Technology & Innovation
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
Business Ownership
Does your business qualify for this notable tax deduction?
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction.
Tax Planning
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Annuities for investing and risk management
Annuities are multifaceted, sophisticated tools that can serve goals beyond income generation, the role for which they are best known.
Retirement & Longevity
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5 considerations for your Social Security strategy
Optimizing your Social Security benefits is an important step in preparing for retirement.
Retirement & Longevity

The future at your fingertips

  • Davis Investment Partners
  • Email: M8S@RaymondJames.com
  • Charlotte, NC - M8S: 4521 Sharon Rd Ste 375 Charlotte, NC 28211-3782
  • T: 704.741.4200
  • Map & Directions
  • Map & Directions
Davis Investment PartnersDavis Investment Partners

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