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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

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Can I Refinance My Mortgage?

Can I Refinance My Mortgage?

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

 

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

My Retirement Savings

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

Social Security Taxes

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

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Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

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

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Retiring the 4% Rule

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

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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