Advancements in Internet and technology continue to influence our finances, savings, time, and outlook on our futures and life. With a surplus of information available deciding what information to rely on is becoming increasingly complex. Incidentally, determining when at what point in your life to apply the information makes matters more tricky. Play it safe or play it smart? When the future is uncertain and change is inevitable, we say play it smart by planning.
The purpose of our advisory services is to provide valuable insight on analyzing situations and making the best investment decisions for your future. Our Caring professionals take you by the hand and offer a range of tailored plans customized to fit your needs & goals. Examples include but are not limited to: developing a financial plan, money management skills, taxes, savings options, life insurance, investment portfolios, business development, retirement and estate planning to list a few. Contact our office to be connected to the appropriate support channel.
Tax Preparation and Planning
Management Advisory Services
Business Consulting Services
Estate and Trust Planning
Entity Selection and Restructuring
WHAT OUR CLIENTS ARE SAYING:
"I am a cradle florist who has a business degree and thought I new most all I needed to know in the floral industry. When I meet Derrick for the first time he impressed me with his knowledge and how confident he was that he could educate me on ways to increase my bottom line. I accepted his challenge and hired on Crockett and Myers for my accounting needs 2 years ago. I have been exceedingly happy with my decision and look forward to my quarterly meetings to discuss all the numbers. Derrick showed me different ways to look at my business and opened up my mind as a progressive florist should. I am proud to say I work hard to reach 3 and 4 star reviews. Crockett and Myers is a true florist partner who has helped me streamline my business and produces my financials in a timely fashion."
Four Seasons Flowers, San Diego, CA