Ever wish you had a CPA Financial Planner to help you navigate the waters of your financial life? Someone looking out for you….a partner in the lifeguard tower keeping an eye on your ever-changing financial seas. It is time to work together to develop a financial plan—a plan as your navigational beacon leading toward your financial goals and dreams.
WHAT MAKES CHRIS REVAK, CPA/PFS DIFFERENT? My goal is simple – to improve the world, one client at a time. There are no aspirations to be the largest planning firm, but have a limited number of highly personal client relationships. Knowing each client’s values, goals, families, passions, and pursuits is important. Other firms may claim similar goals, but I deliver.
- ADVICE is my focus, not the sale of products.
- Your Independent & Friendly CPA Financial Planner – my duty and loyalty are with you (not a corporate office).
- Ethical—doing the right thing—period.
- Collaborative Solutions—working together to make your life better.