James M. Wesolowski, CPA, P.A.  Home
  • Home
  • About 
    • Mission Statement
    • Team
    • Client Services
    • Financial Services
    • Newsletters
    • Client Tax Organizer
    • Careers
    • Useful Links
  • Resources 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
    • Glossary
    • Tax Resources
  • Account Access
  • Contact

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

Related Content

Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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 FMG Suite to provide information on a topic that may be of interest. FMG Suite 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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

The opinions contained herein are not intended to be investment advice or a solicitation to buy or sell any securities.

Archer Investment Corporation manages The Archer Funds. You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus by calling 800-581-1780 or visit www.thearcherfunds.com. Past performance is not a guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.The Archer Funds are distributed by Arbor Court Capital, LLC, 8000 Town Centre Drive, Suite 400, Broadview Heights, OH  44147 Member FINRA.

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
  • Latest Articles
  • All Videos
  • All Calculators