Because Money Dosen’t come with instructions

Dealing with your finances can be intimidating. That’s why we take the time to listen to you, learn your goals and then create your individual plan. Bill Sittig is a CPA with 35 years experience. Your most trusted advisor also provides financial services to individuals and small business.

“I am a CPA and Personal Financial Specialist (PFS) both of which are certified by the American Institute of Certified Public Accountants. With degrees in Finance (FSU ’81) & Accounting (FAU ’86), I possess a unique combination of education and experience to provide my clients with superior service in the areas of Tax, Financial Management, Retirement, Insurance and Estate Planning.”

Bill is well versed in Financial and Tax matters. Call Bill today at 850-386-2639.

Saving Solutions

There is a variety of saving plans which can be tailored to your needs, including:

  • Tax Exempt Savings
  • Regular Savings.

Tax Planning

Inheritance tax planning is an important element of your wealth management strategy, as it allows you to continue to help your loved ones after you’re gone.

University Fee Planning

We all want our children to have good prospects, which is why education fees planning is a vital wealth management matter that shouldn’t be overlooked.