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  • The First Wealth Management
    1415 US Hwy 98 Daphne, AL 36526 O: 251.943.5222
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Staging in place: Future proofing in the present
If you plan to age in place, the best time to create a vibrant home you can grow old with is now. 
Retirement & Longevity
Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity
Read
Read
Preparing for your future with long-term care insurance

How to plan for long-term care needs health insurance doesn’t cover.

Retirement & Longevity
A well-orchestrated care team can offer coordinated support
Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity
Aging in Place Guide
10/26/2018
Retirement & Longevity
Working With You To Simplify Medicare Decisions
7/24/2018
Retirement & Longevity
Tailored financial protections for your most important asset
7/24/2018
Retirement & Longevity
Longevity Planning Questionnaire
7/24/2018
Retirement & Longevity
Tailored financial protections for your most important asset
7/24/2018
Retirement & Longevity
Advocacy in Your Time of Need
7/24/2018
Retirement & Longevity
Secure a plan for your family's future
7/10/2018
Retirement & Longevity
Always here for you
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  • The First Wealth Management 1415 US Hwy 98 Daphne, AL 36526
  • O 251.943.5222
  • Map & Directions
  • Map & Directions

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The First Wealth Management and The First Bank are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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