How does the advisor help clients – Key Takeaways:
JAMES D. VOOYS CPA/PFS is a highly knowledgeable financial expert with a strong understanding of tax planning and accounting. As a Certified Public Accountant and Personal Financial Specialist, he has the expertise to guide clients in making informed financial decisions. His personalized approach to financial planning has helped numerous clients achieve their financial goals and secure their futures.
Facts and Insights
With over 20 years of experience in the industry, JAMES D. VOOYS CPA/PFS has gained valuable insights into the constantly evolving world of finance. He stays up-to-date with the latest tax laws, investment strategies, and economic trends to provide the best possible advice to his clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $50 million |
|---|---|
| Number of Advisors: | 1 |
| Time in Business: | 20 years |
Financial Services Offered
JAMES D. VOOYS CPA/PFS offers a wide range of financial services to individuals and businesses. Some of the services provided by the advisor include tax planning and preparation, retirement planning, investment management, and estate planning. He works closely with his clients to create customized financial plans based on their unique needs and goals.
Client Types
JAMES D. VOOYS CPA/PFS works with a diverse range of clients, including high net worth individuals, business owners, and retirees. He understands that each client has different financial objectives and tailors his services accordingly. His goal is to build long-term relationships with his clients and help them achieve financial success at every stage of their lives.
Fees & Compensation
JAMES D. VOOYS CPA/PFS follows a fee-only compensation structure, which means he does not receive commissions for recommending specific products or services. This ensures that his advice is always unbiased and in the best interest of his clients. The advisor charges a percentage of assets under management as his fee.
Background
JAMES D. VOOYS CPA/PFS received his Bachelor’s degree in Accounting from a top business school. He then went on to become a Certified Public Accountant and later obtained the Personal Financial Specialist designation. With his strong educational background and years of experience in the industry, he has become a respected and trusted financial advisor in his community.
Financial Advisor Disclosures to Know
JAMES D. VOOYS CPA/PFS understands the importance of transparency in financial advising. He is always upfront about any potential conflicts of interest and discloses this information to his clients. The advisor also regularly reviews and updates his clients on any changes to their financial plans as needed.