Your personal wealth deserves the attention of a seasoned professional who has your best interest at heart. CPA Financial Advisor, Inc. and its principal, Eugene P. Heitman II, Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER TM (CFPR), combines proven knowledge with years of successful practice.
The advice you receive from CPA Financial Advisor, Inc. will be a carefully tailored, diversified financial strategy that provides a suitable mix of financial strategies to mitigate the impact of market fluctuations and tax exposure and maximize return consistent with your goals and sound business practices.Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental.
Here's a look at each. Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities. Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle. Determine your potential long-term care needs and how long your current assets might last.
The advice you receive from CPA Financial Advisor, Inc. will be a carefully tailored, diversified financial strategy that provides a suitable mix of financial strategies to mitigate the impact of market fluctuations and tax exposure and maximize return consistent with your goals and sound business practices.Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental.
Here's a look at each. Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities. Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle. Determine your potential long-term care needs and how long your current assets might last.
Services
As a financial professional, my firm is committed to helping people just like you create solutions for their retirement assets.
Once I understand your risk tolerance, time horizon and goals, I'll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Knowledge is power.
It's also the foundation for intelligent, well-considered decisions.
When you have retirement in sight, those decisions are vital in helping you pursue your goals.
Almost everyone wants to avoid a costly mistake that can alter their retirement vision.
Once I understand your risk tolerance, time horizon and goals, I'll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Knowledge is power.
It's also the foundation for intelligent, well-considered decisions.
When you have retirement in sight, those decisions are vital in helping you pursue your goals.
Almost everyone wants to avoid a costly mistake that can alter their retirement vision.
At CPA Financial Advisor, Inc., our mission is to provide accounting, bookkeeping, payroll, income tax preparation, and financial services specifically tailored to your needs, goals, and business practices based on 26 years of experience as a Certified Public Accountant (CPA) and 13 years as a CERTIFIED FINANCIAL PLANNER (CFP) in Southwest Florida.
Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.
Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.
Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Where will your retirement money come from?
If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It can be difficult for clients to imagine how much they'll spend in retirement.
If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It can be difficult for clients to imagine how much they'll spend in retirement.
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