"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!
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What if instead of buying that vacation home, you invested the money?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Have you found yourself suddenly single? Here are 3 steps to take right now.
What is your plan for health care during retirement?
With alternative investments, it’s critical to sort through the complexity.