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Investment Advice and Strategy
As a CPA, I regularly provide explanations on tax laws and make recommendations to help lower your tax liability, such as placing your money in a retirement account to take advantage of tax-deferred savings. Often clients will ask: How much should I set aside for a secure retirement? What types of investments do you recommend? It is clear that there is an intersection between calculating your income taxes and giving financial advice. It only seemed natural to expand my services by becoming a Investment Advisor Representative (IAR). This allows me to focus on your goals and build your wealth in the most effective manner.
My priority is to focus on you, not the numbers. What are your goals? Are you confident about your investments? What is your risk tolerance? What is your particular philosophy on money management?
I work in conjunction with a team of financial advisers at William Joseph Capital Management, Inc, a fully independent investment advisory firm. I am proud of this collaboration and I trust this team to provide a comprehensive look at how your investments fits into your life. As your CPA and your IAR it’s my priority to build confidence in your investment strategy. As a team we will continue to monitor your progress, discuss developments and adjust to your changing needs and wants. Most importantly, we are here to help you thrive and prosper!
Services:
- Investment management
- Retirement planning
- Tax planning
- Goals review
- Comprehensive wealth management services
Investment advisory firm I represent:
William Joseph Capital Management, INC.
Investment advisory services are offered through William Joseph Capital Management, Inc., an investment advisor registered with the SEC. Accounting services are offered through Dean Anatra CPA, LLC. Dean Anatra CPA, LLC and William Joseph Capital Management, Inc. are unaffiliated entities.
