Financial planning is a complex, heavily regulated field. Everyone seems to be talking about, but few have the expertise needed to survive in it. The field itself has become one of heavy governmental regulations at all levels, including the state, local, and federal sectors. A number of financial instruments are involved with this exciting field, all intent on producing the most money for the person involved. We have what is needed for our client's success.
We know the importance of continually updating our credentials with required classes, workshops, and industry trends. Every client walks away from our initial free consultation knowing they are working with the best in the field.
A popular financial planning area involves retirement. We can recommend a number of options to help clients build up, or manage, a comfortable nest egg. Instruments include money markets, stocks, bonds, ROTH IRAs, 401(k), and other similar tools. Being prepared for their retirement years is as important to our clients as it is to us.
Financial planning involves sitting down with clients on an individual basis to assess their current situation, goals, objectives, and desires. This information is used to develop an effective financial planning program. Guidelines will be developed. Adjustments and recommendations will be made to any client's current handling of their financial situation. When expenses are greater than income sources, for instance, our financial planning experts will recommend cost-saving measures. Helping our clients meet their desired financial goals is our number one concern.
G. Ray Cauthen, Jr., CPA is proud of its ability to effectively communicate with financial planning community in the Gainesville, FL area.