It's our pleasure and joy to work with and for our clients. We are your family's advisory team to advise, serve, implement, counsel, and encourage with you in mind. See how our firm is different and beyond the blah you may have experienced from others in the past. Read a few of the real-world situations we'll help you navigate as your trusted family wealth advisor.
God loves a cheerful giver. There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
God loves a cheerful giver. There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
Services
Helping clients with servicing their investment account and assisting with tax preparation. Rebecca has obtained the credential of Financial Paraplanner Qualified Professional, passed the Enrolled Agent exam from the. Helping clients with servicing their investment account, navigating their online experience, and planning for their preferred future.
Whether advising a widow, helping a business owner plan for retirement, or writing a book about personal finances, Jeremy is at his best in bringing wisdom to people's financial situations. Jeremy has been a certified public accountant since 1989 with financial experience in public accounting and industry.
You do your job well, but can't keep up with the stock market and hate dealing with taxes. That's the same reason I don't do my own plumbing or heart surgery. Focus on what you do best to earn money. Let us help you grow and preserve it. We love our job and do it well. We love helping make it possible for clients to educate their kids, lower their tax burden, retire with purpose, give strategically, and pay off any debt.
You can contact me confidentially and directly through our back-channel contact email at jeremy@cpafwa.com. Perhaps you work for a financial advisor firm or are interested in doing so. You may like working with clients and helping them with their preferred futures, but you just aren't at the right place.
Take any sampling of financial advisory websites or brochures and you'll see the same adjectives and nouns: quality service, financial solutions, your financial goals. Here is an actual mission statement from another advisor's site: "We provide outstanding service to our clients because of our dedication to the three underlying principles: professionalism, responsiveness, and quality."
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