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Velma Plummer

schedule a free consultation

Hello my name is Velma, I am here to help you plan for a secure and better financial future,

credentials

contact

+1(941) 270-4597
velma@donerightfinancialservices.com

2200 Kings Hwy., 3-L #4

Port Charlotte FL 33952

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bio

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I have over 15 years of accounting and tax preparation experience and a real interest in making sure my clients will be able to retire comfortable, money may not always bring you happiness but not having enough to retire will definitely bring you misery not to mention many sleepless nights. I reside in Florida and many of the residence here are retired, and I have observed first-hand the outcome of what happens if an individual does not plan financially for their retirement years. It breaks my heart to see someone in their golden years worry about not having enough money to meet their daily living expenses, and they are now unable to work because of their health or because their just too old to do what they once were able to do. Planning is everything, just let me help….

q & a

What characteristics do your favorite clients share?

An Individual who wants to be in control of their financial future and want to build a long-term relationship with their tax & financial advisor

Why should a client hire you?

I have over 15 years experience in tax planning & preparation, my clients trust me to prepare their taxes, and you can trust me to help continue to help build your financial future.

Describe a time where you went beyond expectations when working with a client.

Providing much needed assistant to a client, to help secure a mortgage that I advised her not to pursue for a relative.

education

Baker Center for Graduate Studies

Master of Business Admin. with concentration in Accounting

2011

experience

DoneRight Financial Services

Accountant
Port Charlotte, FL

12/2011 - __/____

associations

National Society of Accountants

Member since 2009

business info

Thumb done right logo 1

DoneRight Financial Services

Helping individuals retire with financial security

www.donerightfinancialservices.com

Established 2012

hours of operation

Sunday closed
Monday 09:00 AM - 06:30 PM
Tuesday 09:00 AM - 06:30 PM
Wednesday 09:00 AM - 06:30 _M
Thursday 09:00 AM - 06:30 PM
Friday 09:00 AM - 06:30 PM
Saturday 10:00 AM - 03:00 PM

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Tax & estate planning
Retirement planning

Insurances

Health insurance
Life insurance
Long term care insurance

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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