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Eugene P. Heitman, II, CPA, CFP

2120 Kings Highway
Suite 220
Port Charlotte, FL 33980
(941) 743-6495



 
Perception vs. Reality Making Your Tax Bracket Work The Facts About Income Tax 16 Wall Street Cliches in 60 Seconds

CPA Financial Advisor

CPA Financial Advisor, Inc. provides skilled, experienced accounting and wealth management services to families and businesses in Port Charlotte, Punta Gorda, North Port and Arcadia, Florida

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Why Use A Trusted Advisor?

Your personal wealth deserves the attention of a seasoned professional who has your best interest at heart. CPA Financial Advisor, Inc. and its principal, Eugene P. Heitman II, Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER TM (CFPR), combines proven knowledge with years of successful practice. The advice you receive from CPA Financial Advisor, Inc. will be a carefully tailored, diversified financial strategy that provides a suitable mix of financial strategies to mitigate the impact of market fluctuations and tax exposure and maximize return consistent with your goals and sound business practices.

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Helpful Content

Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

 

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

The Best Apps in Travel

Technology tips to make your next trip even better.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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