"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!
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Bonds may outperform stocks one year only to have stocks rebound the next.
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Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Tax preparation may be the perfect time to give the household budget a check-up.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
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Learn how to harness the power of compound interest for your investments.
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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.
$1 million in a diversified portfolio could help finance part of your retirement.
A bucket plan can help you be better prepared for a comfortable retirement.