157 Fairview Avenue Daytona Beach, FL 32114

Home
Newsletter
FRS Guide
- FRS Guide Sign-Up
News
- Blog
- End of the Year Checklist
Check Us Out
Scope of Services
Contact

End of the Year Financial and Tax Planning Checklist

Don't let the year come to a close without reviewing this Important Checklist

Contact

Office: (386) 308-5842

Mobile: (386) 299-2893

Fax: (866) 840-3866

157 Fairview Avenue

Daytona Beach, FL 32114

Scott Weidman currently holds the series 6, 7, 63 and 65 licenses

scott.weidman@jwcemail.com

Quick Links

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

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 2023 FMG Suite.

Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC. Advisory services offered through JW Cole Advisors. Savannah Court Financial Advisors and JW Cole Financial/JW Cole Advisors are unaffiliated entities.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

Registered Representatives of J.W. Cole Financial, Inc., whose identities and associations with Savannah Court Financial Advisors are disclosed on this site, may only conduct business with persons who are residents of the following states: FL. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

© 2010 Savannah Court Financial Advisors, Inc.