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CPA PFS Services in Surprise, Arizona

CPA PFS for Your
Wealth Management
Needs

Not all financial planners are created equal, and the differences DO matter.

A PFS is more than a financial planner. David Monheit is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This knowledge is critical to obtaining the most valuable, objective advice possible.

All areas of personal financial planning—including business, tax, estate, retirement, investments and insurance—have tax implications, and we have the experience and expertise to provide you with a comprehensive financial strategy that put your needs and interests first.

Our process starts by taking a holistic approach to your financial planning process. The relationship you establish with your financial professional is a very personal one. We don’t make recommendations without considering the impact on all of your goals.

We start by reviewing or establishing your financial and personal goals through an objective analysis. We will discuss things like assets, income, liabilities, taxes, investments and insurance. Through our discussions, we will help identify some areas of opportunity and come up with a suitable game plan that emphasizes your financial strengths while reducing your financial weaknesses.

We do not stop once your plan is in place. We will periodically review your situation to accommodate changing needs and personal situations.

The financial world has become a very complex place. Even if you are used to handling your own financial affairs, the time may be right to consult a CPA/PFS who can review your financial situation and offer suggestions that may help you reach your financial goals more easily.

For example, are you familiar with all of the different investment opportunities that might be available to you? Are you on track to meet your financial goals, such as saving for your child's college education, securing enough income for a comfortable retirement or protecting your assets against risks and lawsuits?

Call us today and let David Monheit and our staff provide you with the analysis you need to answer these and other important financial questions.

We have two locations for your convenience:

 

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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory Services SM ** Insurance services offered through an Avantax affiliated insurance agency

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management SM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management SM or its subsidiaries. Avantax Wealth Management SM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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