Personal Financial Planning

There are many good reasons for investing so much of our lives in work. Among them, and usually pretty high on the list, is the concept of financial security. Dohan Brown Salum + Ferro CPA is committed to helping its clients achieve that.

With decades of experience evaluating personal finances and building financial plans, we are far more qualified than an inexperienced sales executive for a large investment house to advise you on how to create and structure your nest egg.

Because we don't sell one-size-fits-all plans, our team includes external legal counsel, insurance brokers and investment advisors able to consider the subtleties that make your situation unique. With our intimate knowledge of your goals and ongoing financial situation, gained through working with you year round, we orchestrate their activities.

Our deliverable is a written plan accounting for your financial goals, savings requirements (for college tuition as one example), health issues, retirement plans and more. We provide specific recommendations for investments, insurance, estate planning and anything else that might affect your ability to realize the dream.

With your authorization, we can also implement the plan. In addition to the qualifications of our external advisors, Nancy Brown and Steve Dohan are both qualified through SEC series six registration to sell annuities and mutual funds, if those are called for.

We are not like some investment or insurance advisors who disappear once the sale is made. Our involvement, like our concern for the performance of your plan, is ongoing, through bad markets as well as good. It stands to reason, since as your CPA firm we are working with you on so many other financial issues year round.

Reference Accounts
Because of the confidential nature of this work, referrals are only available upon request.