August 25, 2020

Raymond James Charitable is celebrating 20 years of powerful giving

Raymond James Charitable is celebrating 20 years of powerful giving. Did you know that we can assist you with creating your own charitable giving plan that supports the causes that you are passionate about? Many of our clients work with us, at Valliant Wealth Strategies, to create their own foundation and charitable legacy plans that supports their communities, schools, or charities. We would love to help you set up your own Donor Advised Funds.  

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September 25, 2020

Annie's 5th Anniversary

Help us Celebrate Annie's 5th Anniversary

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August 25, 2020

Estimating Your Retirement Income Needs

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