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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!

Learn more about my CPA firm in Ponte Vedra, FL...

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Helpful Content

Insurance Needs Assessment: When You're Young and Single

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

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

 

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

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Three Key Questions to Answer Before Taking Social Security

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If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Assess whether you are running “in the black” or “in the red” each month.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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