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Business Description |
| Focusing on serving the needs of small to medium sized businesses in the areas of accounting, tax, cash flow management anf financial planning/management. Also experienced in bank and vendor negotiations, CFO and Controller functions, general business management issues. CPA with nearly 20 years of public accounting and private industry experience dealing with accounting, finance and tax issues of businesses and individuals. |
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| Prepared By: |
Bryan Parker |
Frequently Asked Questions |
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| Q. |
Do you have a customer satisfaction or refund policy? |
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Yes, I will explain the policy at the initial no-cost meeting |
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| Q. |
What are your qualifications? What is your education background? |
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CPA (Certified Public Accountsnt) 20+ years
PFS (Personal Financial Specialist within CPA)
CFP (Certified Financial Planner (10+ years)
CLU (Chartered Life Underwriter (8+ years)
ChFC (Chartered Financial Consultant (8+ years)
Annual continuing education generally exceeds 60 hours per year. |
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| Q. |
What is your approach to financial planning? |
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I take a long-term approach to planning. Steady performance will generally exceed aggressive performance over the long-term (10+ years) |
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| Q. |
What services do you offer? |
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Tax preparation, investment planning, budgeting, investments (mutual funds, stocks, bonds, etc.), Life, disability, long-term care insurance when and where needed. |
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| Q. |
Will you be the only person working with me? |
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How are you compensated? How will I pay for your services? |
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We can handle that via fees, commissions or a combination. |
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| Q. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Do you offer any guaranteed results? |
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How much risk should I be willing to take? |
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Depends on your tolerance, investment horizon, other resources, etc. |
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| Q. |
Have you ever been charged with any breaches? |
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