Skip to content
The Polley-Hoffman GroupThe Polley-Hoffman Group
Lynn S. Polley-Hoffman
  • T: 904.273.1817
  • F: 904.273.2676
  • Map & Directions
  • Map & Directions
X
  • Home
  • Sterling Says
  • Our Clients
    • Our Clients
    • Attorneys
    • Business Owners
    • Corporate Executives
    • Families and Individuals
    • Family Offices
    • Healthcare Professionals
    • Pre-Retirees
    • Retirees
    • Sudden Wealth
    • Women Investors
  • Services
    • Services
    • Our Approach
    • Education Planning
    • Financial Planning
    • Fixed Income Services
    • Investment Management
    • Investment Strategies
    • Longevity Planning
      • Longevity Planning
      • Longevity Planning Resources
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Banking & Lending Solutions
    • Estate, Charitable Giving & Trust
  • About Us
    • About Us
    • Lynn S. Polley-Hoffman
    • What Makes Us Different
    • About Raymond James
  • Home Office Partners
  • Resources
    • Resources
    • Client Access Videos
    • Our Today is Your Tomorrow
    • Tax Planning
      • Tax Planning
      • 2024 Tax Guide
      • 2023 Tax Guide
    • Weekly Market Guide
    • WorthWhile
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • The Polley-Hoffman Group
    814 A1A N, Ste 100 Ponte Vedra Beach, FL 32082-3269 T: 904.273.1817 F: 904.273.2676
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Markets & Investing
    • Technology & Innovation
  • Media
    • Article
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
Read
Read
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
Connect with us
  • The Polley-Hoffman Group
  • 814 A1A N, Ste 100 Ponte Vedra Beach, FL 32082-3269
  • T 904.273.1817
  • F 904.273.2676
  • Map & Directions
  • Map & Directions
envelope

Raymond James financial advisors 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. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use