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!
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Understanding how a stock works is key to understanding your investments.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential capital gains taxes due on your transactions.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
There’s an alarming difference between perception and reality for current and future retirees.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
$1 million in a diversified portfolio could help finance part of your retirement.