Because the mission of the firm is to become your financial resource. A resource for financial advice, education and action. A resource readily accessible by phone, email or in person. A resource that helps you make informed financial decisions that are in your best interest.
Because all financial planners are not created equal…..the firm was founded by Bob Nevitt, a CPA/PFS (Personal Financial Specialist). It represents a natural outgrowth of the financial services that Bob’s CPA practice has been providing to his individual, family and business clients for over thirty five years. The PFS credential is the only financial planning credential that requires having a CPA license as a minimum requirement. The PFS designation is granted only to those who have specialized education, thousands of hours of real world experience and have passed a comprehensive financial planning exam. There are over 8,000 Certified Financial Planners in New York, New Jersey and Connecticut, yet only 600 individuals hold the CPA/PFS credential!
Because financial planning happens everyday…. Should I buy or lease a car? Should I take a 15, 20 or 30 year mortgage? Should I buy term or whole life insurance? Which 401k provider should I choose? Should I open a traditional or Roth IRA? Should I open a 529 Plan for my grandchildren? Why not have the most qualified financial professional on your team?
Because money doesn’t come with instructions…… Have I maximized my employee benefits?
Should I refinance my mortgage? What are today’s safe investments? When can I retire? How much should I have in my emergency fund? Is my will up to date? How do my student loans impact my future? Why not have the most experienced financial professional on your team?
The CPA/PFS has an unparalleled understanding of how to offer practical solutions to each client’s individual financial planning needs.
