Skip to main content
  • Home
  • About Us
    • Our Mission Statement
    • Our Associates
    • Our Location
    • Our Firm
    • Our Services
    • Our Qualifications
    • Tax FAQ
    • Client Tax Organizer
    • Featured Links
    • Professional Money Management
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Long-Term Care Insurance
    • Group Health
    • Life Insurance
    • Individual Health
    • Disability Income Insurance
    • Information Request
  • Contact Us

The PlanSmart Group - Tax and Financial Services

Client Tax Organizer

/files/65801/2012%20TheTax%20Organizer%2Epdf

 

IMPORTANT NOTE: Victor Lopez is a registered representative registered to transact business with clients in Arizona (AZ), California (CA), Connecticut (CT), Florida (FL), Maryland (MD), Mississippi (MS), New Jersey (NJ), New York (NY), Pennsylvania (PA), Rhode Island (RI), Texas (TX), and Virginia (VA).  Victor Lopez  is advisory licensed in New York (NY) .  Victor Lopez  is also an insurance agent licensed in Arizona (AZ) # 121648, California (CA) Insurance Lic # 0B99426, New Jersey (NJ) # 1064694, New York, (NY) # 796141, North Carolina (NC) # 057040361 and Texas # 1786222 (TX).   If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

The PlanSmart Group is not a registered broker.dealer or independent investment advisory firm.


Investments & Insurance Products:

  • Are not insured by the FDIC or any federal government agency
  • Are not deposits of or guaranteed by the bank or any bank affiliate
  • May lose Value
  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck