T4-Citrus Springs Living-Vol.565

EAST COAST TAX & FINANCIAL PLANNING

Your Accountant, Financial Advisor, & Insurance Agent... All

By Gabby Gregory

When was the last time you sat down with your accountant, nancial advisor, and insurance agent all in one room or on a conference call to talk about you, your money, and your goals? If you’re like most other people, then your answer is “never.”

At East Coast Tax & Financial Planning, however, you receive comprehensive advice about all three — accounting and taxes, insurance, and investment/ nancial management — during each and every meeting. After all, as the owner and CEO of the business — Danny Howes, EA, RFC — says, “You can make the best nancial investment decisions in the world, but if you’re giving most of it to Uncle Sam, it’s not a good investment strategy.”

Discovering the Dangers & Disconnect

For the past 20+ years, Danny has been working in the nancial services industry with a speci c mission in mind: to prevent people from going through the same unfortunate scenario that his family did.

Indeed, Danny’s father had no plans in place when, suddenly, he died of a heart attack at 60 years old. This tragedy led to a dif cult and challenging journey to put the pieces back together and ensure his mother and family were taken care of properly. In response to the experience, Danny transformed his whole approach to nancial planning and went to the drawing board, designing a planning process to help others avoid similar situations.

As he spent more time in the nancial industry, Danny realized that there was a “huge disconnect” between taxes, insurance, and investments. He decided the best solution would be to bridge those gaps himself, as he had the training, experience, and licenses for each.

in One!

Comprehensive Financial Planning for Everyone

East Coast Tax & Financial Planning is a full-service accounting rm and insurance agency that offers investment management and nancial advice. Even if the experts at East Coast Tax & Financial Planning aren’t providing services in all three of these areas, they are happy to collaborate with your other providers to ensure that the advice and guidance given in any of these areas is accurate.

Danny and his professional team strive to educate and empower their clients to make smart nancial choices, whether they are business planning, saving for retirement, or already retired. Their process meets their clients where they’re at now, and they work together to develop a plan and a strategy to help their clients get where they want to go.

“It’s essential to look at potential pitfalls that can derail your plan and then proactively add measures of protection and maneuvers to navigate through the ‘what-ifs’ in life.

Like in science, we look at your nancial plan and apply pressure. We want to see what your plan looks like in alternative environments. For example, economic downturn, disability, premature death, long-term care, etc. Planning for these things makes it much easier to handle them when they arise, instead of dealing with them in real-time with no clear plan in place.”

— Danny Howes, EA, RFC

“If you fail to plan, you are planning to fail.” — Benjamin Franklin

Visit East Coast Tax & Financial Planning sooner rather than later to make the proper plans to protect yourself, your family, and your loved ones! Danny attests that his clients have expressed that they wish they had started the process much sooner.

Danny Howes, EA, RFC

Wealth Management and Investment Advisory Services are offered through Truvestments Capital LLC, an SEC-registered investment advisor.

Top Reasons

Full-Service Financial Planning: As a nancial advisor knowledgeable in all three areas (tax, insurance, and investments), we can provide a more thorough nancial plan that considers all the important aspects of a client’s nancial situation.

Coordination of Financial Strategies: With expertise in accounting, insurance, and investments, we are able to coordinate di erent nancial strategies to maximize their e ectiveness and minimize any potential con icts or pitfalls.

Tax Planning: As tax accountants, we can provide valuable advice to help our clients minimize their tax liabilities and maximize their retirement income. We help our clients avoid the April “Shock & Awe” tax bills by proactively planning the tax year.

Risk Management: ere is more risk to your nancial life than just whether the market is up or down. As an independent insurance agency, we help clients solve for the “what ifs” in life, such as long-term care, loss of a spouse, disability, and income gap planning.

Fiduciary Investment Advice: As duciary investment advisors, we are required to make recommendations that are in your best interest. We provide expertise in investing, including asset allocation, diversi cation, and risk management, which can help clients achieve their long-term investment goals.

Brunch E ly B d Menu

Available Sunday-Thursday 3:30-5pm

$2499

FIRST COURSE

CAESAR SALAD

Romaine • Parmesan • Croutons House Made

Caesar Dressing

HOUSE SALAD

SHRIMP & GRITS ..................................... $19

Chorizo – Bell Pepper – Garlic – Cherry Tomato

– White Wine

BREAKFAST PLATTER.............................. $18

2 Eggs (Any Style) – Bacon or Sausage – Home Fries

– Toast or English Mu n

STEAK BENEDICT .................................... $19

Grilled Teres Major – 2 Poached Eggs – Hollandaise Sauce – Home Fries – On An English Mu n

BOURBON CARAMEL FRENCH TOAST....... $14

3 Sliced of Challah Bread – Honey Butter – Bourbon

HOMEMADE MEATLOAF

SECOND COURSE

Peppercorn Sauce• Garlic Mashed Potato

Brussel Sprouts

FISH & GRITS

8oz Blackened Mahi Mahi • White Chedda Grits • Collards • Grilled Lemon

PAN FRIED PORK CHOP

8oz Chop • Whited Cheddar Grits

Honey Chipotle Glaze – Collards

SMOTHERED CHICKEN

Grilled Mojo Marinated Chicken Breast Peppers & Onions • Pepper Cream Sauce • Mashed Potatoes

Brussel Sprouts

THIRD COURSE

Chef’s Dessert of e Night

*Not to be combined with any other o er including Happy Hour

772-448-4239

Romaine • Tomato • Craisins • Apples Pickled Onions • Candied Nuts Bleu Cheese Dressing 201 N 2nd Street • Fort Pierce

Caramel – Syrup

GRILLED CHICKEN CLUB.......................... $16

Lettuce – Tomato – Red Onion – Gruyere - Bacon

REAL MAC BURGER................................. $17

House made Pickles – Diced White Onion – American Cheese – House Made Mac Sauce (Add Bacon 3)

PIMENTO BURGER ..................................... $18

House made Pickles – Chipotle Aioli – Our Famous

Pimento Cheese – Cowboy Candied Jalapeno (Add Bacon 3)

SHORT RIB HASH ....................................... $17

Short Rib Hash – 2 eggs – Bacon or Sausage – Toast

STEAK & EGGS........................................... $28

Grilled Teres Major – 2 Eggs (Any Style) – White Cheddar

Grits

CHORIZO BISCUITS & GRAVY .................... $19

Chorizo & Pork Sausage Gravy – Fresh Drop Biscuit

– 2 Eggs – Home Fries

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