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C.A.R.E. Asset Management & Strategies, Inc

John A. Epeneter, PC
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Paying for college without sacrificing retirement and lifestyle

3 Russell Avenue, Maynard, Massachusetts 01754  info@johnecpa.com  Voice:  978-897-0741   FAX:  978-897-1055  
 


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Young girl protected by trust planningpicture of children that C.A.R.E. can protect financiallypicture of wedding couple that had the wedding they wanted through financial planningcouple enjoying retirement because of good financial planning

C.A.R.E. Asset Management and Strategies, Inc. is an experienced fee-only independent financial planning and wealth management firm providing stable conservative fee-based asset management and comprehensive planning to help you maximize after-tax returns, meeting or beating benchmark performance when prudently possible to do so, and achieve financial goals through all aspects and phases of your financial life.

John A. Epeneter, PC is an experienced independent accounting firm performing audit, review and compilation engagements for a wide variety of businesses and nonprofit organizations, with special focus on minimizing taxes for businesses, individuals, estates, and trusts, representation before tax authorities, choice-of-entity advice and transactional planning.

Together our combined companies provide the experience, expertise, responsiveness, timeliness, persistent personal attention, and caring you’d expect from a proactive firm…..your one-stop shop for all your financial needs, located in a quiet, traffic-free convenient neighborhood.

You are welcome to come to our office for a free-no obligation meeting to explore how we might help you.

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