Focused on Overseeing Your Family’s Financial Affairs

Over time, our financial lives seem to become more complicated. The number of bank accounts and investment funds multiply. The different parts of our financial life grow more interrelated, and the questions get more complicated. For most people, it becomes harder to continue making good financial decisions. Do you sometimes wonder if you are on the right track, or if you are missing opportunities? Or would you like your spouse and family to have a well-coordinated financial situation with an objective, qualified advisor in place should something happen to you?

Dave Perkins has a professional practice dedicated to helping families deal with these problems by organizing, coordinating and simplifying the management of their overall financial affairs. He has found that the best way to provide accurate, effective advice is to understand a family’s overall financial and investment situation, and then to work with them on a regular basis over many years.  Taxes are also a key consideration in nearly every financial decision. Since Dave is a licensed CPA*, he is able to integrate tax advice and tax forecasting into a broad range of investment consulting and financial planning services. Dave’s  unique combination of professional expertise and business experience enables this approach to work effectively.

Dave is a Consultant & Financial Planner with Carolinas Investment Consulting, LLC.  He has 30 years of practical, detailed financial experience in the objective advice business, having worked variously as an attorney, CPA, Certified Financial Planner, and Fee-Based Investment Consultant.

* David A. Perkins, CPA is a licensed North Carolina CPA firm. Although Dave provides his financial planning and investment consulting services through Carolinas Investment Consulting, it is a separate business from his CPA practice and bears no legal responsibility for tax advice provided by Dave in his capacity as a CPA.