CPA Financial Advisors Inc

Video Business Card- CPA Financial Advisors Inc

Full Service Wealth Management

Managing Wealth in Times of Transition

SMALL BUSINESS CONSULTING, TAX & ACCOUNTING SERVICES

MY WHY - NANNY ZOE

Guiding You on Your Journey to Retirement

Trust Honesty Integrity We believe values matter, and we live by ours every day

We create strategies that are tailored to your needs and goals

Why Choose a CPA/PFS

Years of experience have prepared us to guide you through your life transitions

For close to 20 years, we have been instrumental in guiding our clients on their journey to and through retirement We have helped them grow their businesses, manage their taxes, and pursue financial security

Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life

Our first priority is helping you take care of yourself and your family We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success

Lynette E. Atchley CPA/PFS CFP®

CEO & Managing Director