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Christopher H. Weed, CPA, Inc.

Christopher H Weed CPA Inc Registered Investment Advisor provides fee only financial planning including investment selection and management, tax planning and preparation and business consulting services. The firm sells no products and receives no commissions. All fees are either on an hourly basis or a percentage of assets for investment management clients.

The Company has committed to developing a relationship with every client that will foster an understanding of that client’s needs and above all to maintaining the maximum technical and ethical standards of the profession.

The Company functions as a business and financial advisor and plays a key role in decision making transactions that have a financial impact on individuals and businesses.

Financial planning is the gathering of information relating to the financial health and well being of a client. Through an interview process a client’s financial concerns and future goals are established. The information gathered is then analyzed and compared with the client’s stated goals. From this comparison recommendations can be made to help a client adjust their current financial behavior so that any gaps can be filled or any current plans can be altered to meet goals.

Evaluating your insurance needs is part of personal financial planning. Insurance takes care of your unpredictable needs and as these needs can occur at anytime insurance is extremely important. Investments take care of your predictable needs and ideally should follow after your unpredictable needs are first addressed. The insurance industry has changed a great deal over the past few years and there is a whole array of new products from LIC as well as private insurance companies.

Their tax organizer is designed to help you maximize your deduction and minimize your problems in preparing and filing your tax return. The organizer is comprised of 7 parts, each developed to assist clients in collecting relevant tax information needed to properly prepare your tax return.

Continuing education programs, research resources and emphasis on quality control evidence their commitment to excellence. To advance these efforts they participate in the Quality Review Program sponsored by the American Institute of Certified Public Accountants and have always received their maximum rating.

The Company is a comprehensive financial services firm committed to helping you improves your long term financial success. Their personalized programs are designed to develop, guard and conserve your wealth by delivering an unprecedented level of personalized service and skill.

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