DFW Metroplex CPA Services
DFW Metroplex CPA Services
DFW Metroplex CPA Services
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DFW Metroplex CPA Services
  • Dallas / Fort Worth Metroplex CPA Services . . .

    We are the answer to your tax, accounting, business & personal bookkepping and financial planning needs.
    Call the offices of Geoff Broyles CPA, today!
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  • Missing a deadline can be costly.

    Virtually all our tax, accounting & planning services include making sure you never miss a filing deadline – or opportunity. Penalties and fees can be more expensive than getting it right the first time! Never miss another filing deadling, let us watch the calendar for you.
    Missing a deadline can be costly.
  • Let's sit down & discuss how Geoff Broyles CPA can help . . .

    Come in and let's talk about your Dallas-Ft. Worth CPA service needs. We'll crunch some numbers and start your plan.
    Don't put it off another day.
    Call (903) 893-9977 and talk with Geoff.
    Let's sit down & discuss how Geoff Broyles CPA can help
  • Let's talk about your financial future . . .

    Building and preserving personal wealth requires specialized attention to both the present and future. Geoff Broyles CPA offers one-on-one guidance and a comprehensive plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
    Let's talk about your financial future
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Investment Policy Development

Geoff Broyles CPA

The Investment Policy Statement, and the way in which it is formulated, is the cornerstone of any successful investment program. We take the necessary time with each client to ensure that the Investment Policy Statement devised for them is the appropriate one, and then monitor it on a continual basis to make sure that it remains appropriate with their objectives.

The Investment Policy Statement is dynamic in that it takes into account a changing investment environment, as well as the impact on an organization that a change in their structure may present. Investment Policy Statements also provide continuity, which is very important as the composition of decision-making bodies change.

Components of an Investment Policy Statement include:

  • Goals and objectives of the Fund
  • Purpose of fund
  • Return requirement
  • Risk tolerance
  • Income needs
  • Asset allocation guidelines
  • Manager goals
  • Return objective
  • Performance relative to peers/benchmarks
  • Appropriate risk/volatility levels
  • Definition of “Caution” status
  • Investment guidelines and restrictions
  • Liquidity
  • Time horizon
  • Restrictions – quality/security/industry
  • Roles of the parties
  • Communications protocol

With new clients, the first priority is to gain a complete understanding of their current investment plan. Diagnostic reviews include an assessment of their current Investment Policy Statement, attribution analysis on their current portfolio and a historic performance review. A gap analysis is provided to shed light on where their plan stands today versus stated guidelines and goals.

Geoff Broyles CPA

SERVICES "SNAPSHOT"
Geoff Broyles CPA - Dallas CPA Tax & Accounting Services
Tax Services: Geoff Broyles CPA provides a wide range of proactive tax services for individuals, families and businesses throughout the Dallas/Ft. Worth area. We are committed to maintaining consistent communication throughout the year, allowing us to help our clients plan and make timely adjustments to any life changing events as they occur.
Geoff Broyles CPA - Dallas CPA Tax & Accounting Services
Geoff Broyles CPA - Dallas CPA Tax & Accounting Services
Business Services: As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
Geoff Broyles CPA - Dallas CPA Tax & Accounting Services
Geoff Broyles CPA - Dallas CPA Tax & Accounting Services
Personal Services: In addition to personal tax services, you get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Geoff Broyles CPA - Dallas CPA Tax & Accounting Services
Geoff Broyles CPA
Sherman, Texas 75092
Tel: (903) 893-9977
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