Building Your Wealth and Financial Security Starts With Simple, Straight Talk From a Licensed Professional
“Discover two essential considerations when selecting a Certified Financial Planning Consultant or Advisor”
Most successful individuals and business owners like yourself are bombarded everyday with letters, post cards, telephone calls, TV ads, radio ads, magazine ads from stock brokers, investment companies, insurance companies and individual salesmen all trying to sell you one financial product or another.
All claiming help you plan your financial future. All stating that they have your best interest in mind. Some do, there are many responsible, experienced professionals who have your best interests in mind. But the challenge can be finding the right one.
You need someone who can “talk straight” with you plus has the professional credentials and experience in all of the critical areas essential in building your financial freedom and security… safely.
This is even more important for the business owner and self-employed individual because your business and personal financial success often greatly impact each other.
Here are a couple of questions to ask yourself when choosing a financial advisor:
1) Do they have the credentials and experience to fully understand both financial planning and tax planning.
Often tax planning is forgotten, done with limited knowledge or you have to pay additional fees to a CPA. This all adds up to more fees that you pay or more taxes that you pay to the IRS.
Because 32% of the average American’s expenses are taxes, this represents the largest single area to improve your wealth. This is done with financial and tax planning that are designed to work together.
2) Do they have the credentials and experience to fully understand both business financial planning and business tax planning.
This is essential if you own a business, are self-employed or own even a part of a business or partnership. Thousands of dollars every single year are needlessly sent directly to the IRS because of improperly integrated business and personal financial and tax planning.
Often business financial and tax planning is forgotten, done with limited knowledge or you have to pay additional fees to a CPA. This all adds up to more fees that you pay or more taxes that you pay to the IRS.
29 years ago I recognized this challenge for individuals striving for financial freedom and decided to dedicate my career to providing exceptional financial planning services with studied, credentialed expertise in “All of The Critical Areas Essential For Your Financial Success”.
“You Have Saved Me Thousands of Tax Dollars. Dear Howard, For the last twenty-seven years, it has been my pleasure working with you as I could always count on you to constantly be looking for ways to minimize my taxes. You have always been available to discuss investment ideas prior to my making any moves, and, so many times, you have saved me thousands of tax dollars. Your help has been invaluable to both me and my company in the past and the present… I am looking forward to another 27 years of working with you.”
As a Certified Public Accountant (CPA) I am trained and certified to provide both business and personal financial and tax planning and advice as well as tax planning and advice. Plus I am a Personal Financial Specialist (PFS) which is recognized by the American Institute of Certified Public Accountants as an expert in providing personal financial planning and advice.
But I don’t consider that good enough for you.
I am also a Certified Financial Planner (CFP®) so that I am trained and certified to understand financial planning inside and out.
But I still don’t consider that good enough for you.
That’s why I am also a Certified Senior Advisor (CSA). I am trained and certified to uniquely understand the special needs of seniors and how to best plan for your senior years to maximize your financial security.
What I can uniquely do for you is provide the Full Spectrum of Straight, Credentialed, Experienced, Financial Planning and Advice. Now you can avoid the pitfalls when receiving “limited” expert advice so that you can more quickly and safely secure your financial future.
And really isn’t that what it is all about? Creating the financial freedom that you and your family deserve with a business that enables you to do what you enjoy.
Now take the first step in creating more time and business prosperity.
Call 847-243-3600 or Contact me by Email.
By the way, to help you cut your tax expenses, register for my complimentary report “How to Double Your Deductions and Slash Your Taxes to The Bone”. In this report you will learn:
- How to deduct your next vacation
- How to let the IRS pay for your kid’s summer camp
- How to throw away your receipts (and still take a deduction)
- How to deduct commuting mileage
- How to use the new law that turned a small business tax loophole into a crater!
- How to avoid the biggest small business tax mistake you can ever make
Just sign up below and as a bonus you will also receive my financial success newsletter. I will keep your email strictly confidential and you can easily unsubscribe at anytime.
Wishing you exceptional business prosperity,