Ponte Vedra Accountant and Financial Services Professional
Beverly Whitman, CPA, CFP®
I am a licensed Certified Public Accountant (CPA) in the state of Florida as well as a Certified Financial Planner® Practitioner ( CFP®). I provide comprehensive tax and financial planning services to individuals and small businesses.
Please call me today - I'll be happy to offer you a complimentary initial consultation. Thanks for visiting!
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
There are common mistakes you can avoid when saving for retirement.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Purchasing homeowners insurance is critical for protecting your home.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
When to start? Should I continue to work? How can I maximize my benefit?
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Investors seeking world investments can choose between global and international funds. What's the difference?
What are your options for investing in emerging markets?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, cracking the code on bonds.