Cathy Pinard, CPA and Premier Tax & Wealth Advisors is an independent tax and financial services firm blending tax preparation services, ongoing life-encompassing advice and investment management. We help you identify your goals and formulate ways to reach them. We can help you create a holistic plan that will inspire you to have confidence about your finances.
We will help guide you through financial decisions such as the lifestyle you wish to live in retirement or the legacy you may wish to leave to your loved ones. We will help you every step of the way, whether you are in the accumulation, distribution, or wealth transfer stage of your life. Income taxes may be your largest lifetime expense. As a financial services and CPA firm, we will work with you to minimize your income taxes and maximize your benefits as much as possible while using your goals and values to guide you.
In a complex financial world, a second opinion review of your financial strategy can be valuable. Did you know there still may be reasons to hold money market mutual funds despite low yields?
We will help guide you through financial decisions such as the lifestyle you wish to live in retirement or the legacy you may wish to leave to your loved ones. We will help you every step of the way, whether you are in the accumulation, distribution, or wealth transfer stage of your life. Income taxes may be your largest lifetime expense. As a financial services and CPA firm, we will work with you to minimize your income taxes and maximize your benefits as much as possible while using your goals and values to guide you.
In a complex financial world, a second opinion review of your financial strategy can be valuable. Did you know there still may be reasons to hold money market mutual funds despite low yields?
Services
Life is lived in stages and change is a part of life.
A key component to your success is planning for different stages in your life before they occur.
Adjustments need to be made from time to time to keep your plan on track.
Another important component of your financial plan is the value of time.
We strive to provide tax planning opportunities and investment solutions that consistently meet ever-changing financial needs, no matter how the market performs.
Your overall success does not rely solely on maximizing returns and beating benchmarks.
A key component to your success is planning for different stages in your life before they occur.
Adjustments need to be made from time to time to keep your plan on track.
Another important component of your financial plan is the value of time.
We strive to provide tax planning opportunities and investment solutions that consistently meet ever-changing financial needs, no matter how the market performs.
Your overall success does not rely solely on maximizing returns and beating benchmarks.
Have you recently experienced a life changing event such as a job change or job loss, marriage, divorce, inheritance, loss of a loved one or opted to take early retirement?
With the growing complexity of your financial life, do you have the time and ability to manage it?
Does your overall financial strategy look at all the different investment options available to you?
With the growing complexity of your financial life, do you have the time and ability to manage it?
Does your overall financial strategy look at all the different investment options available to you?
We are committed to understanding your goals and assisting you in developing a clear vision for the future.
As a financial services and CPA firm, our knowledge, background and experience is ideally suited to work with individuals to help them create their own financial success as well as helping find the answers that best fit a particular situation.
We strive to improve the lives of goal-focused individuals and families through proactive, objective and client-centered financial planning and investment management.
As a financial services and CPA firm, our knowledge, background and experience is ideally suited to work with individuals to help them create their own financial success as well as helping find the answers that best fit a particular situation.
We strive to improve the lives of goal-focused individuals and families through proactive, objective and client-centered financial planning and investment management.
We've put together a library of information on important financial topics that we believe you'll find helpful.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
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