A Wealth Building Approach
The team at Myrick CPA helps clients achieve long-term security for themselves and their families. Their overall approach to wealth-building is that of generating long-term revenue through multiple sources, referring to more than job-based income. Wealth-building formulas include savings, investments, and acquiring income-generating assets while avoiding debt. Myrick will evaluate and analyze your expenditures while providing helpful financial planning tools to create a budget and make wise investments. They advise and guide clients through important life decisions, such as choosing the most suitable retirement account, determining how much insurance to buy, and what types of coverage work best for each individual’s needs.
One of the top reasons clients choose Myrick CPA is the reliable advice they’ve come to expect when they need to make a timely decision. For example, they offer sound advice on handling debt through refinancing, consolidation, or paying it off. Myrick stands ready to help clients think through longer-term financial situations, such as the rate of return needed to earn on investments to achieve specific goals over a given time frame.
Myrick helps clients leverage all available savings opportunities by implementing measures such as charitable giving, health savings accounts, and educational savings plans to maximize tax savings. They also advise on the tax benefits of home ownership, investing in real estate, and short-term rental platforms.
“I enjoy working with Mr. Myrick and his team. They are professionals and always responsive to my concerns and inquiries. Best of luck to him.”
— SM