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2770 Indian River Boulevard
Suite 301
Vero Beach, FL 32960

Combining Accounting, Tax, Financial Services

(772) 778-1922

 

Financial Planning, Investments, Insurance Services

Enjoy the many advantages you will have when you work with a professional who is a CPA + Financial Advisor.  Here you will find that having a totally integrated approach to your financial health can eliminate those "tax surprises" that sometimes occur when you work with non-CPA financial advisors.  When you engage our services, you will receive financial, investment, and tax recommendations that are customized to your particular situation.  Remember: "Looking Out For You" is not just our slogan. It's what we do! 

You will benefit from our vast array of services. We take the time to get to know you. We want to know what your financial concerns are. We care about you and specialize in looking out for you!

Let us walk you through a step-by-step process that will help you feel confident in your decisions.

Look through our menu of services. You will see that our toolbox is full of ways that can help you to achieve and maintain total financial health.

  • Financial planning services
  • Investment management
  • Fee-based asset management services
  • Stocks, bonds, mutual funds
  • Retirement strategies 
  • IRA, SEP, 401(k), Simple IRA, Pension/Profit Sharing Plans
  • Business ownership succession plans
  • Estate planning
  • Insurance needs analysis
  • Long-term care insurance
  • Fixed and variable life insurance
  • Disability insurance
  • Fixed and variable annuities
  • Education planning for college
  • Tax planning and preparation
  • Estate and trust tax returns
  • Year-end planning and projections
  • Business accounting services
  • Financial statement preparation
  • Payroll services
  • And more!