Business Description
Our overall mission is to provide high quality financial/investment, personalized tax and operational services to individuals and small businesses in the most cost efficient manner. In the end, we are focused on partnering with our clients to help them lead a fulfilling life, of which accumulating their wealth is a part of the process!
General Information Gender:    Male CRD#:    4566369 Firm CRD#:    121167 Name of Broker/Dealer:    Brewer Investment Services States Licensed in:    Illinois States Willing to do Business in:    all others Years of Experience in Financial Services:    24 Number of Years with Current Firm:    9 Work Experience:    CPA, Personal Financial Specialist I work with the following types of clients:    Individual Investors, Businesses
Education Academic Background   B.S. in Accounting, Indiana University
Services Investment Types:    Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Mutual Funds, Options & Futures, Alternative Investments
Qualifications & Memberships Certifications, Accreditations & Designations:    Certified Public Accountant (CPA), Personal Financial Specialist (PFS) Securities Licenses:    Series 63, Series 65, Series 7 Insurance and Annuity Licenses:    Variable Life, Life, Variable Annuity, Long Term Care Financial Organization Memberships:    American Institute of Certified Public Accountants (AICPA)
Firm Information Number of Advisors in Office:    Up to 10 employees I work with clients as part of a team:    Yes Firm's Number of Clients:    650 Firm's Number of Planning Clients:    125 Firm's Number of Managed Clients:    50 Assets Managed by Firm:    $80,000,000 Advisor's Number of Clients:    30 Advisor's Number of Managed Clients:    30 Advisor's Number of Planning Clients:    30 Assets Managed by Advisor:    $40,000,000
Compliance Registered Investment Advisor:    Yes Registered Representative:    Yes Investment Advisor Representative:    Yes I am an acknowledged fiduciary:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-based financial professional:    Yes Minimum Portfolio Size for New Managed Accounts:    $100,000 Compensation Methods:    Based on Assets, Flat Fee, Hourly
Prepared By:	Greg Diamond

Frequently Asked Questions

Q.	What is your approach to financial planning?

Q.	What services do you provide? What are your specialities?

Q.	What are your qualifications? What professional certifications do you have?

Q.	How do you charge for your services?

Q.	Why should we use you for our accounting needs?

Q.	What is your approach to 401 K plan rollovers?

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Q.	What is your approach to financial planning?
We like to start by preparing a complete model that helps to see the entire big picture of a clients financial life. We then match the required needs with suitable investments taking the time horizon and risk tolerance into deep consideration.

Q.	What services do you provide? What are your specialities?
We are a full service CPA firm offering tax planning and preparation to individuals in any state as well as small businesses.

Q.	What are your qualifications? What professional certifications do you have?
We are all CPAs with over 20 years of experience.

Q.	How do you charge for your services?
Hourly mostly but in some cases there is a capped fee. Each situation is different.

Q.	Why should we use you for our accounting needs?
We completely understand all aspects of the tax law: business, college funding, estate and personal. When working with a CPA that also has a complete handle on your capital gains, it results in the lowest amount of tax possible.

Q.	What is your approach to 401 K plan rollovers?
We believe that investing in one's own IRA is a much more suitable approach to retirement planning, once an employee leave their employer. We prepare an extensive model for our clients to help them understand when and how they will need to spend this money so they can invest in the most appropriate investment.