Why Use This Tool?

To assist and work with individuals to achieve a sense of security through knowledge and information about their personal life and their family. This is done by understanding all the parties, i.e. husband, wife and children to find a balance for your financial life, family life, and personal life.

We are a "fee only" planner. We do not sell or participate in any commissions or referral fees. We are available to assist you anytime you may need and that is not limited Monday through Friday or 8:00 a.m. to 5:00 p.m.

Working as a team, we help you evaluate your goals and the use of your resources to achieve those goals and the implementation of achieving those realistic goals.

Implementaiton is extremely important. We do not make decisions for you but we help you in making decisions. We will constantly review your decisions and make suggestions to meet your goals. And when you seem to drift off course, we're there to re-evaluate or correct the direction that you are headed. To either bring you back on course to your current goals or to go through a re-evaluate of life changes which may have changed your goals of you and your family.

Since we are CPA's and CFP, we have knowledge in your tax life, your financial life, but we also try to make sure that we are dealing with your personal life in achieving your goals.

Please visit our website at Antoninicpa.com to get a detail overview of who we are and what we are.

I have been doing financial planning since 1970.

We have been in business for over 40 years.

Licenses and registries, which shows our experienes, are listed below:

1. CPA - Certified Public Accountant

2. FPA - Financial Planning Association

3. CFP - Certified Financial Planner

4. CPA/PFS - Certified Public Accountant specialty in Financial Planning

5. AICPA - The American Institute of Certified Public Accountant, registered in two specialties,

Financial Planning Section and Tax Section.

6. California Society of CPA

Money Magazine has recognized us as one of the best tax practitioners in California.

Our experience deals with our lives personally and business.  In business, we've had over 30 businesses.  Some have been very successful and a couple not so successful. But with this experience of business and the 30 years working with individual clients to achieve client's goals, this has given us an enormous amount of real time experience.

Please visit our website at Antoninicpa.com to get a detail overview of who we are and what we are.