Logo
  • Home
  • About 
    • Mission Statement
    • Team
    • Client Services
    • Financial Services
    • Newsletters
    • Client Tax Organizer
    • Careers
    • Useful Links
    • Professional Money Management
    • Who Is HD Vest?
    • 1040 Analyst
    • The V4 Client Experience
    • 8 Wealth Management Issues
    • VestVision
  • Tax Alpha 
    • What Is Tax Alpha?
    • Estate Planning with 529 Plans
    • Small Business Retirement Plans
    • Equalizing Inheritance
    • A Roth Gotcha
    • The Wash-Sale Rule
    • Clues in the Schedule C
    • Getting Married
    • Divorcing Clients - Minimize the Financial Impact
    • Timing Your Exit
    • Year End Review
  • Account Access
  • Contact

Test Your Life Insurance Knowledge

Share |
 

Related Content

Your DNA Test

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Anatomy of a Supplemental Health Plan

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Long-Term-Care Protection Strategies

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Monthly Market Commentary

Read the latest Monthly Market Update to stay up to date on the current market conditions.

Download Market Commentary

 

Have A Question About This Topic?

Thank you! Oops!
 

Check the background of your financial professional on FINRA's BrokerCheck

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2018 Advisor Launchpad.

Jim Wesolowski is a registered representative with the following registrations 7, 63, 65 and can transact business with clients in FL. Jim Wesolowski is also an investment adviser agent licensed in FL. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.

Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory Services offered through HD Vest Advisory ServicesSM, 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000.

Jim Wesolowski is not a registered broker/dealer or independent investment advisory firm.

Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services® or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.

Contact

James M. Wesolowski, CPA, P.A.

Office: (239) 574-4449

Toll-Free: (800) 275-4975

Fax: (239) 574-5716

2503 Del Prado Boulevard S

Suite 500

Cape Coral, FL 33904

Series 7, 63, 65

jimwes@jwesocpa.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations