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(772) 774-7970

info@ectfp.com

Dental Practices

Welcome To Your Financial Board Meeting!
Financial Planning | Tax Planning | Retirement Planning
“WHEN IS THE LAST TIME YOU SAT DOWN IN ONE ROOM WITH YOUR TAX PROFESSIONAL, YOUR STOCK BROKER/INVESTMENT ADVISOR, AND YOUR INSURANCE PROFESSIONAL TO DISCUSS YOU, YOUR GOALS, AND YOUR MONEY….A FINANCIAL BOARD MEETING, IF YOU WILL?”

Danny Howes, EA, RFC

CEO, East Coast Tax and Financial Planning

All too often, that answer is never to the question above. If none of those professionals are coordinating on your behalf, you can end up with one foot on the brake and one foot on the gas in your financial life. Sure, you can still make a lot of money, but keeping a lot of money is another challenge. Here at East Coast Tax and Financial Planning, every time you meet with us, all those aspects are covered.
Female medical professional

WHAT WE DO

We help medical professionals that currently own, looking to purchase, or aspire to purchase/start their own practices. Our firm specializes in managing the specialized accounting systems that are demanded by medical and dental practices. We focus on the entrepreneurial aspect of your practice, which is to leverage your practice to create personal wealth.

WHY IT MATTERS

Your job is to be a master practitioner at what you do. Our job is to be constantly monitoring the financial performance of your company. We focus on the financial metrics of your practice and ensure that targets are being met and personal financial goals are on track. This empowers you to make intelligent and purposeful business and financial decisions.

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HOW DOES IT WORK

We start by designing a personalized business and personal financial plan. We create an accounting system that revolves around that plan, minimizing taxation and maximizing wealth building. We meet with you regularly to provide accurate CFO reports on your business and progress reports for your personal financial wealth.

QUALIFIED

We are a full-service tax, bookkeeping, and accounting practice. The firm is also a licensed insurance agency, as well as a Registered Investment Advisory Firm.

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