"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!
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
It's important to understand the pros and cons when considering a prepaid debit card.
What kind of auto insurance should you have? Do you know?
At what point can you call a personal vehicle commercial?
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Five phases to changing unhealthy behaviors.
Second marriages are a trigger event to revisit any existing estate strategies.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, cracking the code on bonds.
Are you ready for retirement? Here are five words you should consider.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Around the country, attitudes about retirement are shifting.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”