BREVARD’S TRUSTED CPA WEALTH ADVISORS
PERSONAL TAX & FINANCIAL SERVICES | BUSINESS ACCOUNTING | FINANCIAL PLANNING & MANAGEMENT
Grown from a trusted full-service public accounting firm in 1989, Flavin, Nooney, & Person is your complete wealth management and financial advisory partner.
We realized early on that while our clients value our accounting and tax expertise, they trusted us for more. We’ve grown that trust and built on that expertise over time to grow a team of truly talented, forward-thinking financial strategists who put their client’s success at the top of their list every day.
TAX SERVICES
BE CONFIDENT IN YOUR CHOICE.
We specialize in individual income tax planning and preparation. As CPA's we are intently focused on trying to legally minimize your tax liabilities. This synergy works well for our investment management clients as we fully understand the tax consequences of portfolio decisions.
LEARN MOREACCOUNTING SERVICES
TODAY'S ACCOUNTING REQUIRES STRATEGY.
We take a strategic approach to accounting and tax management. We meet with our clients regularly to help you turn the tax code into an advantage.
LEARN MOREFINANCIAL PLANNING & WEALTH MANAGEMENT
GREAT BUSINESSES MAKE CHOICES TO BE GREAT.
Financial choices you make for yourself and your business today can have deeper impacts than you may realize. We provide a full suite of services to help you strategize your best moves.
LEARN MOREAUDIT AND ATTEST
AUDIT AND ATTEST SERVICES
We provide a range of assurance and attestation offerings. These services are essential to providing business stakeholders with the necessary degree of confidence in the financial information they are relying upon to guide strategy and operations.
LEARN MOREOnboard / Levelset
Discuss & Understand:
Goals | Risk Tolerance | Future | Depth of Relationship
Revise
Revisit Initial Goals:
Annual / Quarterly | Based on Performance Make Changes | Adjusted Targets
Strategy
Discuss & Understand:
Tax Strategy | Wealth Management | Financial Roadmap Estate Plan | Business Services
Assessment
Annual / Quarterly:
Based on Performance | Challenge Set Goals | Tax Liability | Life Changes
fi·du·ci·ar·y
/fəˈd(y)o͞oSHēˌerē,fəˈd(y)o͞oSH(ə)rē/
adjective LAW
involving trust, especially with regard to the relationship between a trustee and a beneficiary.
Yes, we are a fiduciary. Which means not only do we put you, our client’s benefit ahead of our own. It means we are required to. And beyond that, it is a fundamental part of how we think about our relationships with our clients.
fi·du·ci·ar·y
/fəˈd(y)o͞oSHēˌerē,fəˈd(y)o͞oSH(ə)rē/
adjective LAW
involving trust, especially with regard to the relationship between a trustee and a beneficiary.
Yes, we are a fiduciary. Which means not only do we put you, our client’s benefit ahead of our own. It means we are required to. And beyond that, it is a fundamental part of how we think about our relationships with our clients.
