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CallJohnW.com JohnWostbrock, CPA Investment Advisor Representative HD Vest Financial Services, Inc

John provides integrated tax & investment management services, plus monitoring your progress toward your goals with the Vest Vision platform.

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John Wostbrock, CPA

John Wostbrock, CPA

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John provides integrated tax & investment management services, plus monitoring your progress toward your goals with the Vest Vision platform.
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CallJohnW.com JohnWostbrock, CPA Investment Advisor Representative HD Vest Financial Services, Inc | calljohnw.com Reviews

https://calljohnw.com

John provides integrated tax & investment management services, plus monitoring your progress toward your goals with the Vest Vision platform.

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1

Retirement | John Wostbrock, CPA

http://www.calljohnw.com/resource-center/retirement

Wallingford, CT 06492. John Wostbrock, CPA. Who is HD Vest? Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. What does your home really cost? Investment Strategies for Retirement. Are you ready for retirement?

2

Resource Center | John Wostbrock, CPA

http://www.calljohnw.com/resource-center

Wallingford, CT 06492. John Wostbrock, CPA. Who is HD Vest? Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

3

Professional Money Management | John Wostbrock, CPA

http://www.calljohnw.com/p/professional-money-management

Wallingford, CT 06492. John Wostbrock, CPA. Who is HD Vest? The Monthly Market Update will inform you of the current market conditions and give you an idea of what to expect in the future. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through HD Vest Investment Services. Advisory Services offered through HD Vest Advisory Services. 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000. The HD Vest affiliated companies exclusively provid...

4

Tools | John Wostbrock, CPA

http://www.calljohnw.com/tools

Wallingford, CT 06492. John Wostbrock, CPA. Who is HD Vest? Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Check the background of your financial professional on FINRA's BrokerCheck. 160;or its subsidiaries. This site may c...

5

Tax | John Wostbrock, CPA

http://www.calljohnw.com/resource-center/tax

Wallingford, CT 06492. John Wostbrock, CPA. Who is HD Vest? Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? Will You Pay the AMT? For hom...

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