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
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Economy
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Tailored lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.

Markets & Investing
Read
Read
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
A universe of potential opportunity lies beyond the public markets
Technology and trends have made individual investors an important part of the private market.
Markets & Investing
How does the US-China trade truce impact our market and economic views?
5/14/2025
The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain.
Markets & Investing
Read
How rebalancing helps keep your portfolio on track
Keeping your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing
Read
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Read
Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving
Generous estate and gift tax exemptions may end soon
Now’s the time to review your estate and gifting plans.
Estate & Giving
April showered with tariff talk, market volatility
4/30/2025
Expect uncertainty to continue in the near term.
Markets & Investing
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
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