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!
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
TIPS for Inflation
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
An increasing number have been developed to help individuals with their personal finances.
When considering life insurance, it's important to understand your options.
Ascertaining the value of your business is important for a variety of reasons.
Tax preparation may be the perfect time to give the household budget a check-up.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
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
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
When do you need a will? The answer is easy: right now.
Recent changes in estate tax laws could affect the strategy you have in place.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Here are five facts about Social Security that might surprise you.
Three things to consider before dipping into retirement savings to pay for college.