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Welcome to
Kevin JT Wilson.com

Contact Us

Welcome to Kevin JT Wilson.com
590 Lennon Ln. Suite 175
Walnut Creek, CA 94598
Phone: 925 287 1506
Fax: 925 287 9341
kjw@donovanjwilson.com
Map and Directions
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Newsletters

  • HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery

    This article discusses various high-frequency indicators economists use to monitor the pandemic’s impact and the economic recovery’s progress.

  • Your Estate: Have You Looked at These Legal Documents Lately?

    This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.

  • Home Sweet Home Equity

    Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.

  • Four Things Investors Should Know About Stock Splits

    If you’ve wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.

More Newsletters »

Calculators

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators »

About Us

  • Our Mission Statement
  • Our Location
  • Our Firm
  • Our Services
  • Our Qualifications
  • Life Insurance Interactive Tutorial

Learning Center

  • Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    A host of financial tools to assist you.

  • Newsletters

    Timely Newsletters to help you stay current.

  • Videos

    A dynamic library of videos.

  • Flipbooks

    These magazine-style flipbooks provide helpful information.

  • Glossary

    Financial terms from A to Z.

  • Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Contact Us

Welcome to Kevin JT Wilson.com
590 Lennon Ln. Suite 175
Walnut Creek, CA 94598
Phone: 925 287 1506
Fax: 925 287 9341
kjw@donovanjwilson.com
Map and Directions

Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)

Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in CA.

We are registered to sell Securities in CA,ID,NM,NV,OR.

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