T4-Citrus Springs Living-Vol.564

2.) Danny Howes is an Enrolled Agent (EA), which is the highest credential awarded by the IRS. is designation means that he is unrestricted as to which taxpayers he can represent, which IRS o ces he can represent clients before, and what types of tax matters he can handle.

3.) East Coast Tax & Financial Planning is a year-round tax rm, meaning that if you ever have questions about or issues with your taxes, then you can get in touch with the actual person who completed them... no matter the season!

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.

•Fascia & Soffit Repair 

Experience the freshness of The Summer House, a new and beautifully decorated furniture showroom located in Jupiter, Florida. We hope you will visit our newly renovated store featuring living, dining, and bedroom furniture to meet your home needs. The Summer House is complete with unique and carefully selected pieces featuring stylish coastal indoor living styles. To further complement your home, we offer accessories to enhance the natural beauty and surroundings to the fullest. Guests are able to custom order or select items tastefully displayed on the oor.

Family owned and operated, The Summer House counts it as a privilege to be able to serve Jupiter, Palm Beach Gardens, Tequesta, Stuart, and other surrounding areas. We hope that you will visit us and experience the warmth and comfort of our showroom and make The Summer House a part of your house!

Monday - Saturday from 10:00AM-6:00PM and Sunday from 12:30PM-5:00PM

The Summer House has everything from interior dining sets, barstools, occasional tables, sofas, accent chairs, sectionals, home theater seating, bedroom sets, rugs, pictures, lamps, some outdoor furniture (you know we couldn’t help ourselves), and so much more!

We would love to help you with any of your home furnishing needs, or we’d love it if you even just stopped by to say hello and check out our new store!

The Summer House address is 815 S US Hwy 1, Jupiter, FL, 33477. The hours are Monday - Saturday from 10:00AM-6:00PM and Sunday from 12:30PM-5:00PM. If you have any questions or would like to reach The Summer House by phone, then the number is 561-781-3696.

Thank you for supporting Patio & Poolside. We have the best customers, and we look forward to building the same high-quality customer relationships and providing you with exceptional furniture in every area over at THE SUMMER HOUSE!