Broker Check

2770 Indian River Boulevard
Suite 301
Vero Beach, FL 32960

Combining Accounting, Tax, Financial Services

(772) 778-1922

 
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

"Looking Out For You" is not just my slogan; it's what I do!

When you work with me as your CPA + Financial Advisor, you can be sure that I am looking out for you. We'll begin by learning about your needs and your concerns. Through my custom and personal approach, we will then identify the appropriate amount of accounting work, tax services, and/or financial services that are best suited to address your needs and concerns. 

As a CPA, I offer 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, I want to know about your financial concerns and your financial goals. What keeps you awake at night? When you work with me, we will develop a plan together to address those concerns and goals. Next, we will put that plan into action through the strategic selection from the comprehensive menu of investment services that I offer.  Whether you are concerned about providing for your family if something should happen to you, you're concerned about future college expenses, you're concerned with safeguarding your current retirement income, or you're concerned with having enough income to retire in the future, I care about your concerns and I want to help you.

As a CPA + Financial Advisor, I am uniquely qualified to offer integrated solutions for all your accounting, tax, and financial needs. My years of training and experience coupled with my genuine devotion to helping my clients are just some of the reasons why clients have stayed with my firm for the past 5, 10, 15 and even 20 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 me. 

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 I can start looking out for you!  


Helpful Content

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

View all articles arrow

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

View all videos arrow