“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, RFC

All to 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 a whole other challenge. Here at East Coast Tax and Financial Planning, every time you meet with us all those aspects are covered.

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 firm, 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.

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 on a regular basis providing 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.

Financial Advisor Vero Beach | Treasure Coast

2945 Cardinal Dr. Vero Beach, Fl. 32963 | 772-774-7970

 

Investment Advisory Services Offered Through East Coast Tax and Financial Planning, a Registered Investment Advisory Firm