What makes your practice different from the rest?
Our mission is to help our clients achieve their financial dreams by providing the best financial advice, money management and service available in the world today. Our three core values are:
• Integrity – Our clients’ best interest always comes first.
• Competence – We will always provide our clients a team of highly trained and experienced professionals.
• Service – We are committed to providing exceptional client service, always.
Describe your customer service model.
The core of our firm is a steadfast commitment to client satisfaction and exceptional service. We feel that trust and service are the most important parts of building a successful lifelong relationship. From time to time a portion of what we do for our clients is ultimately not in our control. However, the service we provide to our clients is something we absolutely can control. We will always remember that we are in business because of our clients and for our clients.
Define the added value of your services in relationship to your fees.
Our financial advisors are all CERTIFIED FINANCIAL PLANNER™ practitioners and we invest heavily in training for our staff and in the most advanced technology in order to provide the best possible client service. Our experienced team of professionals takes a “hands on” approach to financial guidance. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. We pride ourselves on being independent financial advisors, hence the advice we provide is objective and free from conflicts of interest.
John Linge, CPA, CFP®, ChFC, Senior Financial Advisor
John has been providing sound investment advice since 1987, when he worked on Wall Street at CitiCorp Investment Bank. He earned his bachelor’s degree in accounting from the University of Central Florida and an MBA in finance from the University of Florida. John is a past president of the Estate Planning Council of Northeast Florida, an active member of the Rotary Club of Orange Park and a member of the Clay County Chamber of Commerce. In his leisure, John enjoys coaching at the YMCA, the Jaguars, college football and basketball, politics, reading and water sports. John, his wife Patricia, daughter Jessica and son John III reside in Orange Park.
Mary Vertner, CFP®, Financial Advisor
Mary has been on the CPA Retirement Planning team since 2003. She earned a bachelor’s degree in business administration from Montreat College in Montreat, North Carolina. Mary is a CERTIFIED FINANCIAL PLANNERTM and member of the Clay County Chamber of Commerce, Impact Jax and the JAX Chamber. When away from the office, Mary enjoys running, kayaking with her husband and photography.
*Securities and advisory services offered through NPC of America (NPCOA), Member FINRA/SIPC, a Registered Investment Advisor. CPA Retirement Planning and NPCOA are separate and unrelated companies.
165 Wells Rd., Suite 407, Orange Park, FL 32073 • 888.541.0076 retirewithcpa.com