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    201 Office Park Dr Ste 175 Mountain Brk, AL 35223-2424 T: 205.870.1099
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Remote work and its effect on real estate
A pandemic necessity. But, how have remote preferences and hybrid workstyles since impacted business and real estate development?
Technology & Innovation
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
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Impact of local infrastructure investments on a portfolio
Infrastructure has historically drawn the attention of institutional investors. But now individual investors are starting to take notice.
Markets & Investing
Life insurance, loans and liquidity for your heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
Estate & Giving
Now or later? How and why you give can be illuminating
Making your charitable donations in mindful ways that support your values can maximize their impact.
Estate & Giving

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  • First Call Financial
  • Email: info@firstcallfinancial.com
  • First Call Financial: 201 Office Park Dr Ste 175 Mountain Brk, AL 35223-2424
  • T: 205.870.1099
  • Map & Directions
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. First Call Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.

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