Dan Prince, Certified Public Accountant, MS
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Dan Prince
Certified Public Accountant, MS

707-526-7578 ext. 1#
Fax 707-544-9074
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The best thing that I can do for a client is to listen. 

What does a client want to achieve?  Can I assist in planning in the financial and taxation arena?  This is a small part of most client's overall financiall well being.  Does a client periodically review his portfolio?  What type of financial advisor will work best in this situation?  Has a client adequately addressed their insurance needs?  Are we funding for retirements?  Is the will/living trust drafted and current?

My client relationship is providing tax services and raising on-going questions.  The answers to these questions involve the client's other financial advisors.  A client will have a greater chance of achieving their goals with all their advisors working together.  We strictly provide service and are not selling any product.


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