"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!
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
TIPS for Inflation
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A look inside the U.S. government's statistics on household net worth.
Earnings season can move markets. What is it and why is it important?
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There’s an alarming difference between perception and reality for current and future retirees.