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    14541 Hope Center Loop Unit 100 Fort Myers, FL 33912 C: 239.209.8520 D: 239.415.8017 F: 239.415.7618
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Tax-efficient strategies for investment properties
3 smart ways to defer capital gains taxes.
Family & Lifestyle
12 wishes for the new year [INFOGRAPHIC]
12/13/2023
What's on the market's wish list for 2024? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
View
Read
Consider umbrella insurance
Protect what you've built with a secondary insurance policy.
Family & Lifestyle
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle

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Jessen Wealth ConsultingJessen Wealth Consulting
  • 14541 Hope Center Loop Unit 100 Fort Myers, FL 33912
  • 239.209.8520
  • 239.415.8017
  • 239.415.7618
  • Map & Directions
  • Map & Directions

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