For most people, it’s hard to find the time and resources to help build and manage their assets confidently. It can be even harder to know how to integrate your family’s values, financial circumstances, and life goals into your financial plan and stay on track for the long-term.
At DeLong & Brower, P.C., we understand how difficult it can be to find the time or energy to devote to necessary but overwhelming tasks, such as investing, tax planning, or financial planning. Our goal is to help you manage and organize your financial and tax affairs so you can pursue your financial aspirations. By allowing our team of professionals to take care of the intricacies of financial planning, accounting, and investing, you can devote more time to your family and passions in life.
Who We Are
DeLong & Brower is much more than just a CPA firm. We provide a complete range of quality accounting and tax solutions, along with retirement plan consulting for businesses and financial planning for individuals and families.
Since 1988, we’ve expanded from a small tax practice to a full financial service firm. We have long recognized that our clients require a very broad and complete range of accounting, insurance, and financial services. Our goal is to serve as a one-stop resource for all our clients’ needs.
Who We Serve
We serve a diverse range of clients, including individuals, families, retirees, and business owners, all of whom have unique needs and goals. Some may only require help with tax planning, while others seek help with investing and financial planning.
Regardless of their needs, we follow a systematic approach we’ve established to evaluate, understand, and learn about their objectives and then implement a strategy to help them reach them. While we utilize a standard process, our plan for each client is custom designed for their needs.
We believe clients choose to work with us because we make it easy for them to communicate and collaborate with us so that they can, in return, learn from us. The result is trust and a strong relationship among clients and their advisors, accountants, insurance professionals that is carried on for generations. Our clients are our most important assets, and we take great pride in having the properly trained staff available within our firm who can provide the resources to meet their needs.
What We Offer
Our mission is to provide traditional and innovative services of exceptional value and superior quality to those we serve. We focus on providing four areas of service:
- Financial planning for individuals and families
- Tax preparation and accounting services for individuals and businesses
- Retirement plans for companies
- Health insurance and employee benefits for companies
In terms of our business services, we understand that successful professionals are often so involved in their day-to-day personal and business lives that planning for their financial future may be overlooked. Whether their business requires retirement plan consulting, payroll services, group health plans, or QuickBooks consulting, we are here to help.
For individuals and families, we work with the phrase “it’s not what you make, it’s what you keep” in mind. Through our Retire360 system, we offer a comprehensive and coordinated system of services and advice designed to promote financial organization and independence. The results provide clients improved confidence in their future.
Our Goal For You
Through our financial education, personalized service, and high-touch approach, we hope to increase our clients’ quality of life through the transfer of confidence. We hope they can focus on their passions in life knowing that we’re here to watch over their financial strategies and investments.
If you’d like to learn more about our services and how we may be able to help, reach out to us for a complimentary second opinion. To schedule an appointment, call our office at (616) 396-0500.
Joel Johnson, AIF® is an Investment Advisor Representative with DeLong & Brower, P. C., a Holland, Michigan accounting, retirement consulting, insurance, and financial services firm. He specializes in providing comprehensive wealth management and retirement plan consulting for individuals, families, retirees, and business owners. Along with more than 15 years of industry experience, Joel is an Accredited Investment Fiduciary® and a Chartered Federal Employee Benefit Consultant. To learn more, visit www.cpaholland.com.