Our Qualifications
The National Retirement Plan Services firm has been working with individuals throughout the State of Florida for many years.
We are dedicated to developing lasting relationships with our clients and can help you assess financial goals and participate in the management of your finances.
Working with financial representatives who help provide clear and easily understood explanations of financial products and services is very important.
John A. Sellas, CPA., PFS., the principal of the firm has practiced for many years and has an excellent professional reputation. Many years of financial planning experience are devoted to helping individuals, retirees, and companies reach their financial goals. John Sellas, CPA. PFS. has received the designation of Personal Financial Specialist, from the American Institute of Certified Public Accountants.
Having an investment advisor representative with experience to provide guidance with investments and taxes is an important part of retirement planning. We believe it is important to consider tax consequences when developing a financial plan. CPAs and Attorneys are licensed to provide tax advice. Planning for the interaction between growth, risk, and taxes should help maximize investment performance.
As an independent investment advisor, we have a fiduciary duty to always act in the best interest of the client, not the financial institutions we are affiliated with. Investment advisors (fee based) and registered representatives (commission based) are not the same. Commission based financial institution employees can be pressured to place the interest of the company ahead of yours. Investment Advisor Representatives always have a fiduciary to always act in the best interests of the client.