In order to help your create and preserve wealth, we've created the following special reports: Live Your Dreams Brochure This guide explains our Holistic Method 10 approach to financial planning and discusses how we can help you in the areas of Investment Planning, Tax Planning, Income Protection and Asset Preservation, Retirement Planning, Business Planning, Estate Planning, Insurance, Education Planning, Debt Management, and Special Situations. Understanding Financial Statements This guide provides a brief introduction to reading and understanding financial statements and key financial ratios. A simple case study is also provided. This report is extremely useful if you own or manage a small business and need a fast crash course in Accounting.   Family Love Letter This tool is used to help you and your family avoid confusion surrounding financial matters in the event that you become incapacitated or die.  It gives you a systematic way to summarize your important personal information so you can make a very difficult time a little easier for your loved ones. To receive a complimentary copy of these special reports, please contact us by phone at 610-259-4166 or by email at jflanagan@jfacpa.com.