Bertke & Sparks CPAs offers:

      Confidence that your retirement assets will be invested to maximize your returns while considering your appetite for risk.

    Confidence that we are accessible whenever you need us to assist with your long-term planning, whether life has just delivered you a new child or grandchild, a new business opportunity or an early retirement.

    Confidence that we will always act in your best interest. 

   Every decision you make while planning for your retirement or the education of your children affects your tax situation, both when you make the contribution and when you begin taking distributions.  To address the need to combine investment advice with tax advice, Bertke & Sparks CPAs, Inc. partnered with Biechele Royce Advisors, a successful investment management firm, to form Quest Financial Group. 

    Justin Whelan III, founder of Biechele Royce Advisors, believes a successful financial relationship is built on trust and confidence.  Justin stated “We gain your trust by putting your interests ahead of our own.  We understand that we prosper when you prosper and suffer if you suffer.  Biechele Royce Advisors is a fee-only investment advisor, which means that we get paid for giving objective investment advice, not for selling expensive, proprietary products. We take our relationship with you seriously; we understand the confidential nature of the dreams you are sharing with us.”

   Quest Financial Group and Biechele Royce Advisors have a joint mission “to improve the quality of our clients’ lives”.

    In other words, your focus (and ours) is on enhancing the quality of your life. You may have the ability to manage your own financial affairs, but acknowledge that time is better spent enjoying life and doing what you do best.

   The achievement of your goals and dreams is contingent upon a solid comprehensive plan and coordination of the following areas:

•    Income tax planning

•    Investment planning

•    Retirement planning

•    Education planning

•    Estate planning

•    Cash flow planning

•    Special needs planning

•    Risk management / Insurance planning

•    Business, 401(k) and other retirement plan consulting

•    Employee benefit planning

•    Stock option analysis and planning

•    Philanthropy and charitable giving

 

To schedule a meeting to get started on your plan, please contact Mrs. Sherry Buntin 859-344-6400, ext. 100, or email us at info@bertkesparks.com.