"Looking Out For You" is not just our slogan;
it's what we do!
Joan Paquette looks out for each of her clients. She is devoted to helping each client through her customized and personalized approach in learning about your needs and concerns and then providing the appropriate level of accounting, tax and financial services to meet those needs.
As a CPA, Joan Paquette offers 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, Joan Paquette wants to know about your financial concerns and your financial goals. What keeps you up at night? When you work with Joan, you will develop a plan together to address those concerns and goals. Next, you will put that plan into action through the strategic selection from the comprehensive menu of investment services that she offers. It doesn't matter whether you are concerned with providing for your family if something should happen to you, or you are concerned about future college expenses, or you are concerned with safeguarding your current retirement income, or you are concerned with having enough income to retire in the future. Joan Paquette cares about your concerns and wants to help.
As a CPA + Financial Advisor, Joan Paquette is uniquely qualified to offer integrated solutions for all your accounting, tax, and financial needs. Her years of training and experience coupled with her genuine devotion to helping her clients are just some of the reasons why clients have stayed with her for the past 5, 10, and 15 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 Joan.
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 you will enjoy having Joan Paquette looking out for you!
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$1 million in a diversified portfolio could help finance part of your retirement.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Here are some simple and inexpensive energy-saving tips that may help you save money.
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
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There are some key concepts to understand when investing for retirement
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Using smart management to get more of what you want and free up assets to invest.
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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Why are 401(k) plans, annuities, and IRAs so popular?
Smart investors take the time to separate emotion from fact.
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