|
here are a few simple steps you can take to help reduce your worries
: Put aside some amount regularly in savings or other investments.
The compounding of earnings can be substantial. The
longer your investment period, the greater the beneficial effect of
compounding.
Invest in what you know. The better informed you are, the
better your investment decisions will be. If you don't want to learn
about investments, consider hiring a money manager and paying him
or her to do your investing for you.
Diversify your investments. Have some of your money in an investment
that is easily converted to cash in case of emergencies. The old
adage "don't put all your eggs in one basket" is good
advice when it comes to your investments.
Prepare an annual balance sheet (a list of all your assets minus all
your debts) to determine your net worth. A comparison of your annual
balance sheets will reveal your success at growing your
retirement funds.
Plan where you want to be financially by retirement age. The
calculators listed below will help you determine your savings
requirements. Once you know how much you need to save, put your
plan into action. Over 90% of Americans must rely on the government
or others for assistance during retirement. With proper planning and
diligence, you can be among those who can retire in
comfort.
Hough & Company can prepare or supervise the preparation of your
financial statements. Compiled, reviewed, or audited statements can
be provided according to your needs. We can perform
audits to the governmental, HUD and single audit act stadards which
maybe required by your funding source. We can even do an "agreed
upon procedure" when the other traditional services just
do not fit the needs of the client. We proudly participate in the
AICPA's peer review program, this program is a quality control
measure that ensures our audits meet or exceed industry standards.
Approximately one million new businesses are started every year in
the United States. About 80 percent of all new businesses will fail
within five years.As the manager of a small business, you
must wear several hats. Never stop investigating new ideas to
improve all areas of your business. The astute manager will gather
information to assist him or her in making the changes necessary
to stay profitable in a competitive business world.
Here are twelve tips to improve your profits:
1. Listen to your customers. You are not really selling products or
services; you are selling customer satisfaction. Satisfied customers
return to spend more money and are likely to refer new
customers to you.
2. It is estimated to cost ten times as much to acquire a new
customer as it does to retain a current customer through good
customer service.
http://www.houghcpa.com
248 S. Nokomis Ave. ~ PO Box 1806
Venice, FL 34284
T&H Comptrollers
We want to be your chief financial officer (CFO) so that you can do
what you do best. With T&H at your side, you can use your talents to
grow your business and service your clients rather than
worry about paying the bills, cash flow, etc. The small business
owner or individual client is provided with a variety of
bookkeeping, accounting, tax and/or payroll services by a talented
and
personable staff at an affordable price. With our unique billing
structure, you pay us based on the service provided not a person's
billable rate. How would you like to have a CPA or EA work on
your bookkeeping for $50 - $60 per hour?
Our firm is committed to providing close, personal attention to you
to help you successfully manage your tax, business or financial
affairs. We take pride in giving you the assurance that the
personal assistance you receive comes from years of advanced
training, technical experience and financial acumen. Our continual
investment of time and resources in professional continuing
education, state-of-the-art computer technology and extensive
business relationships is indicative of our commitment to
excellence.
While our firm offers a wide range of services to our individual and
business clients, we concentrate on accounting and support
procedures for small businesses, tax services, specialized
independent financial advisory, business valuations, and resolving
client problems with the IRS. Because our firm is relatively small,
our clients benefit by getting personalized, high quality,
professional attention. Below we have listed some of the items that
we offer to our clients along with a brief description.
Should I refinance my mortgage? How much do I need to save for my
child's college education? As accounting professionals, these are
some of the questions that are posed to us on a daily
basis. We are providing these interactive financial calculators and
other tools to assist you with some of the day-to-day questions and
concerns that may arise. While these financial tools are not
a substitute for financial advice from a qualified professional,
they can be used as a starting point in your decision making
process.
http://www.thcomptrollers.com
T&H Comptrollers
Tax-Business-Financial Services
200 Capri Isles Blvd. #2
Venice, FL 34292
Investment Management Services
Caldwell offers a full range of fiduciary services to individuals
including serving as trustee, custodian and investment advisor,
financial manager, and personal representative. Additionally
Caldwell
offers 401(k) and 403(b) qualified retirement plans to companies. As
a free service, Caldwell can help newcomers establish residency, and
refer them to local professionals to create Florida wills,
trusts, living wills, and surrogate designations.
Since receiving our charter from the State of Florida in 1993, our
business has continued to grow through individuals who are attracted
to a trust service provider that sincerely believes in giving
clients what it promises, including quality investment management
and estate planning. We can and do meet a need that is not being
filled by conventional providers at larger financial
organizations where fees increase and traditional trust services are
abandoned in favor of brokerage and mutual fund type activities.
We consider it our civic duty and privilege to contribute to our
community as both a company and as individuals. Members of our staff
are active in the Rotary, Sertoma, and Kiwanis service
organizations and several hold seats on the boards of organizations
designed to help children, adults, and families through life
enrichment and assistance to those in need.
Understanding that our clients have diverse needs when it comes to
their retirement plan, Caldwell Trust offers a full array of
retirement plan services in partnership with BPAS www.bpas.com.
Our consultative, hands-on approach to plan design helps our clients
navigate complex issues and make informed decisions regarding their
plan.
In managing your investments, you can keep as much or as little
control as you wish. When you ask us to manage for you, we do so on
a personalized basis, taking into consideration your
needs, goals, and risk tolerance. Whether you want to protect your
capital, generate income, aggressively grow your portfolio, or have
other goals, we work with you to manage your assets to
those ends. Our experienced Trust Officers can assess the
investments appropriate to meeting your needs and perform all the
buying and selling of securities on your behalf.
http://www.ctrust.com/
201 Center Road
Suite Two
Venice, Florida 34285
Florida : Financial Advisor in Venice
: Financial Advisor in Petersburg
|
