August 7, 2012
FROM: Kathleen F. Grow, IAR,
EA - Financial Advisor & Tax
Paul F. Sullivan, IAR, CPA
Paul Sullivan, CPA and Kathy Grow, Investment Advisory
Representative and Enrolled Agent, attended a financial
services workshop in Indianapolis, IN.
It was hosted by
Archer Funds, the registered advisor firm we work through
to provide financial advice to our clients here in the DC
area. This forum allowed for two days of learning and
Speakers included the President of Archer Funds, Troy
Patton, who spoke on the state of the market. Troy is known
for understanding how world events and complex factors affect
our U.S. Market.
Steve Demas, Portfolio Manager, spoke on client
services. Steve has a long history of working with clients on
their personal finances and individual investments before
dedicating all of his time to researching appropriate
investments for the Archer portfolios.
John Rosebrough, Chartered Financial Analyst, provided
insight into the technical aspects of portfolio management.
Troy, Steve and John actively manage the Archer Funds and the
portfolios that are built around these funds.
Sullivan & Company, CPAs offers investment advice. For
a free review of your investments, give Kathy a call at 301
657-8080 X 135
Why Move Your Investments
To Sullivan & Co.?
Financial services are offered at Sullivan & Company, CPAs.
You may wonder why your accounting firm wants you to invest
Years ago, CPAs were not allowed to venture into the
investment world, but it always bothered us to see how poorly
our clients were treated at their broker.
It is not that the broker was not nice or attentive; it
was the quality of the investments and, oftentimes, the lack
of understanding for how the investments were going to affect
the client in the future.
The amount of commissions and fees were oftentimes much
larger than the client realized. Principles taught in
universities were ignored by greedy advisors.
Some forward thinking CPAs worked hard to get the
accounting industry to see that we could, at the least,
counsel our clients so that their investing experience was
Our function is to work with you in all areas of your
financial life. We prepare your tax returns and financial
statements, of course, but there's a lot more decisions you
make that we should be involved in. These include:
- succession planning for business owners
- how to sell your business
- how to retire
- how to handle your finances now that you are divorced or widowed
- how to provide for loved ones if you die
- how to pay for the education of your children
- how to determine if a trust is right for you
- how to minimize estate taxes
Worse than hearing that the IRS is going to audit is
the call from a client who has plunged into an investment,
whether stocks, bonds or another home without consulting us
first. Sometimes these decisions have unfortunate results and
are difficult or impossible to undo.
So, in response to this need, your CPA firm has well
trained accountants and financial services professionals to
help you navigate the financial world.
If you have a question or comment about this information,
please contact us. For your convenience, Kathy's direct
line is 240-316-3564 and Paul's direct line is 240-316-3531.