"Looking Out For You" is not just my slogan; it's what I do!
When you work with me as your CPA + Financial Advisor, you can be sure that I am looking out for you. We'll begin by learning about your needs and your concerns. Through my custom and personal approach, we will then identify the appropriate amount of accounting work, tax services, and/or financial services that are best suited to address your needs and concerns.
As a CPA, I offer complete tax planning and tax preparation services for you, for your business, for an estate, or for a trust; accounting and bookkeeping services for your small business; QuickBooks set-up, training and ongoing support; and advisory services for your new or existing business.
As a Financial Advisor, I want to know about your financial concerns and your financial goals. What keeps you awake at night? When you work with me, we will develop a plan together to address those concerns and goals. Next, we will put that plan into action through the strategic selection from the comprehensive menu of investment services that I offer. Whether you are concerned about providing for your family if something should happen to you, you're concerned about future college expenses, you're concerned with safeguarding your current retirement income, or you're concerned with having enough income to retire in the future, I care about your concerns and I want to help you.
As a CPA + Financial Advisor, I am uniquely qualified to offer integrated solutions for all your accounting, tax, and financial needs. My years of training and experience coupled with my genuine devotion to helping my clients are just some of the reasons why clients have stayed with my firm for the past 5, 10, 15 and even 20 years.
With the office conveniently located in Vero Beach, clients who live in Vero Beach, Sebastian, Micco, Barefoot Bay, Malabar, Palm Bay, Fort Pierce, and Port St. Lucie find it easy to enjoy face-to-face meetings with me.
Call (772) 778-1922 or use the contact form on this site to get more information or to set up an appointment. The sooner you get started, the sooner I can start looking out for you!
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Learn when it may not make sense to file a claim on your home insurance.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
The decision whether to buy or rent a home may have long-term implications.
You’ve made investments your whole life. Work with us to help make the most of them.
What is your plan for health care during retirement?
Women must be ready to spend, on average, more years in retirement than men.
Understanding the cycle of investing may help you avoid easy pitfalls.