Fee-only Financial Planner & CPA Accountant| John A Epeneter, Maynard, MA

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

John A. Epeneter, PC


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children that C.A.R.E. can help with college funding

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C.A.R.E. Asset Management and Strategies, Inc. is an experienced fee-only independent financial planning and wealth management firm providing fee-based asset management with specialities in college planning and retirement planning, to achieve financial goals through all 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, and Roth IRA conversions.

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

Read John A. Epeneter's “Investment Outlook for 2010”

Read John A. Epeneter's article "Roth Conversions for 2009 and After: Lifetime Opportunities to Increase Wealth Now and Beyond the Current Generation"

National Institute of Certified College Planners

Award certificate of Best of Maynard, 2009 CPA from U.S. Commerce Association

© John A. Epeneter.CPA/PFS, CFP®, CFS, CCPS. All rights reserved.
3 Russell Avenue, Maynard, Massachusetts 01754 info@johnecpa.com Voice: 978-897-0741 FAX: 978-897-1055

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP®, Board's initial and ongoing certification requirements. CARE Asset Management and Strategies, Inc. is a registered investment advisor in the state of Massachusetts.