Financial Life Planning looks at what gives an individual meaning and purpose, what moves, touches and inspires a person, what will make you happy. It is common knowledge that most individuals far underperform 'the market', largely due to poor investor behavior. We advise and coach our clients against such behavior, the goal of which is to realize the full return of their portfolio.
We have a deep knowledge of small business, tax law, estate planning and the insurance, health, long term care, mortgage and debt industries. Our clients have access to this body of knowledge every day.
We have a deep knowledge of small business, tax law, estate planning and the insurance, health, long term care, mortgage and debt industries. Our clients have access to this body of knowledge every day.
Services
For over 3 decades, we've been providing Small Businesses and Individuals with hands on, personal accounting and tax services.
We talk to you face to face, take your phone calls, handle your planning, resolve your problems and address your complaints.
You get one of two CPAs at the top of their game, plus the support of an expert CPA and Administrative staff.
We do not have any beginners, only seasoned CPAs.
Your account is handled by either Maria or Mark.
We talk to you face to face, take your phone calls, handle your planning, resolve your problems and address your complaints.
You get one of two CPAs at the top of their game, plus the support of an expert CPA and Administrative staff.
We do not have any beginners, only seasoned CPAs.
Your account is handled by either Maria or Mark.
Once we have a clear Vision, we then write the Plan, creating the financial architecture that will allow a person to realize their Vision.
We spend much of our time trying to talk clients out of making poor decisions, whether that is trying to ride the euphoria of segment upturn, panicking out of a bear market, speculating, or putting all your eggs in too few baskets.
Our behavior coaching is just that - we try to educate our clients to influence good decisions and, more so, avoid common mistakes.
We spend much of our time trying to talk clients out of making poor decisions, whether that is trying to ride the euphoria of segment upturn, panicking out of a bear market, speculating, or putting all your eggs in too few baskets.
Our behavior coaching is just that - we try to educate our clients to influence good decisions and, more so, avoid common mistakes.
You buy LTC because you love your family and want to avoid the consequences that a long term illness will bring to them.
LTC releases your family from the prison of caregiving and allows them to be care managers, continuing their life as they knew it.
Maria Muth, CPA is a Certified Long Term Care Insurance (CLTC) specialist and can provide you a thorough education on LTC.
LTC releases your family from the prison of caregiving and allows them to be care managers, continuing their life as they knew it.
Maria Muth, CPA is a Certified Long Term Care Insurance (CLTC) specialist and can provide you a thorough education on LTC.
We work on everything financial - accounting and tax, borrowing needs, organizational issues, pricing, mergers, buyouts, succession, system development, bonus and incentive plans, Quickbooks, retirement plans, cash management, insurance, staff training, internal controls, payroll and buy/sell agreements.
We structure our arrangements so our clients can call us without the pressure of being on the clock.
We want our client's calls; we encourage them to call.
We get dozens of calls a day, very few on the clock.
We structure our arrangements so our clients can call us without the pressure of being on the clock.
We want our client's calls; we encourage them to call.
We get dozens of calls a day, very few on the clock.
In 1960, when I was born, the S&P 500 was at 56.8.
At the end of last year, the S&P 500 sat around 3,300.
This 60-fold increase in the face of all these crises is all we need to know about the future of the markets.
We will give a long-term, goal focused portfolio strategy the time and patience it needs to come to fruition.
By design, your portfolio will be appropriate to your long-term financial goals and objectives.
A long-term portfolio should not react to short or intermediate term news.
Patience is required to potentially achieve these goals, particularly in down markets.
At the end of last year, the S&P 500 sat around 3,300.
This 60-fold increase in the face of all these crises is all we need to know about the future of the markets.
We will give a long-term, goal focused portfolio strategy the time and patience it needs to come to fruition.
By design, your portfolio will be appropriate to your long-term financial goals and objectives.
A long-term portfolio should not react to short or intermediate term news.
Patience is required to potentially achieve these goals, particularly in down markets.
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