Accounting, Tax, Investments, Financial Services and more...
As a CPA + Financial Advisor, Joan Paquette provides an integrated approach in the full range of accounting, bookkeeping, tax, financial planning, insurance, retirement planning, wealth management, and investment services that we offer.
Most of our clients are located in Vero Beach, Sebastian, Micco, Barefoot Bay, Malabar, Palm Bay, Fort Pierce, and Port St. Lucie. Some of our clients are located outside of Florida in states such as Pennsylvania, North Carolina, and Maryland.
Whether you are interested in our services for yourself, for your small business, for an estate or for a trust, you can select from our complete menu of services to meet your needs.
Call (772) 778-1922 today or use our contact form on this site to get started. We'd love to help you!
"Looking Out For You" is not just our slogan;
it's what we do!
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Understanding how a stock works is key to understanding your investments.
It's important to understand how inflation is reported and how it can affect investments.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
How to help determine life insurance needs to provide for your family after you pass away.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimates 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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.