About

We are focused on your financial success

At The Economic Investment Firm, we understand the financial complexities individuals and businesses face—and we’re here to provide clear, strategic solutions. Backed by over 20 years of experience in accounting and finance, we offer the insight and hands-on expertise needed to help you eliminate debt, plan confidently for retirement, and optimize every aspect of your financial life.

Our mission is to help clients thrive by developing customized financial roadmaps that balance immediate needs with long-term wealth creation. We specialize in accounting and payroll services, tax-efficient strategies, and comprehensive retirement and investment planning—all designed to elevate your financial outcomes.

Whether you’re launching your financial journey or fine-tuning your existing strategy, we’re committed to delivering trusted guidance, actionable tools, and measurable results. Let us help you build lasting financial independence and generational wealth—with clarity, precision, and purpose.

Professional Credentials:

  • Bachelor’s degree in Finance, Florida Atlantic University
  • Securities License
  • Life & Variable Annuity License
  • QuickBooks Online Advanced Certified ProAdvisor

Frequently Asked Questions

Questions? Take a look at the answers to our most frequently asked questions.

1. Why do I need accounting and tax services?

Proper accounting & tax services ensure you’re compliant with regulations and avoid unnecessary penalties. While you may feel you don’t need them, institutions like the IRS have specific requirements that can impact your financial health.

2.  Why is financial literacy important?

Financial literacy is not taught in school, church & home.  This results in poor money management, imperfect credit, and a lack of savings.  Educating you on how money works will help you feel more confident in building your financial future and family legacy.

3. Can I afford your services?

Consider the long-term costs of IRS debts, penalties, and missed financial opportunities. Investing in our services now can save you significantly in the future, ensuring a sound financial foundation.

4. Can’t I just handle this later?

Delaying financial decisions can hinder future opportunities, such as securing business loans, maximizing your tax savings and saving for retirement.  Financial institutions often require up-to-date financial reports and tax returns. Being prepared now can save you from future challenges.

5. I need to discuss this with my spouse. Is that okay?

Absolutely! We encourage joint discussions. It’s essential for all parties involved to understand their financial standing, and we’re here to provide clarity and answer any questions you both might have.

Let’s Build Your Future Together

Let us guide you towards achieving financial freedom, ensuring a legacy for your family and a stress-free life.

Let’s Get Started Today!