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Scenic view of Lake Garda shoreline and mountains.
Woman and child gardening together in a flower garden
Scenic lake view with mountains and green trees
Young girl drawing next to a dog on the living room floor.

JYG Wealth Management

403 Sullivan Street, Suite 111
Punta Gorda, FL 33950

Phone:

941-655-8528
Mobile: 727-204-1694

Fax:

941-257-7773

E-mail:

Our Services

Learn how we can help you execute a sound financial program with our services.

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Financial and Retirement Planning Made Simple

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

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How much life insurance would you need to produce a sufficient income stream for your family?

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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