Services We Provide
Tax Advisory & Strategy
Small Business Planning
Financial Planning
Disability Protection
Life Insurance
Annuities
Tax Preparation
Professional Experience
Joan is a licensed Certified Public Accountant in Colorado and New York who owns her own peer-reviewed accounting firm. Additionally, Joan proudly holds a Master's degree in Executive Business Administration.
With extensive experience in many industries including insurance, agriculture, technology, healthcare, and more. Joan has the skills and resources to show you and your family how to retire in style with guaranteed income and benefits for the rest of your life!
We are looking to partner with clients who:
Are decisive. Have a goal and need a roadmap to achieve it
Have an open mind, we think outside of the box.
Are reactive and response and are committed to the process and prompt to respond to communications and needs during the process
Things to listen for, either in yourself or others
“I want to start saving for retirement, but I am just not sure of the best approach.”
“I know life insurance is important, but isn't my work policy enough?
“I feel like I am paying way too much in taxes, but I don’t know how to fix it!”
“I know my business is at risk, but I don’t know how to protect myself, my family, and my business in the event of a lawsuit!”
“I have heard of people having tax free retirement. I want to know how to do that too!”
“I wish I had a way to be my own bank with my personal/business ventures. I am so tired of fighting the banking system when I need financing.”
"How do I protect my business from lawsuit?"
“I have heard of people having a tax free retirement. How do I do that?”
I hate banks. But what alternatives do I have?”