Strategic financial guidance
For life, business & legacy
At Verwiel Tax & Account Firm, we believe financial peace of mind starts with clarity. Whether you're planning for retirement, managing a growing business, or navigating life after military service, we offer personalized financial advisory services designed to help you move forward with confidence.With deep experience in both military financial leadership and civilian financial management, John Verwiel, MBA, CPA, provides guidance that’s clear, strategic, and grounded in real-world application.
Why
Work with a cpa
Unlike generic financial advisors, we bring a tax-first, strategy-driven approach to every recommendation. Your goals come first — not commissions, not upsells, and definitely not confusion.
With 33 years of high-level military financial planning and years of CPA experience, John Verwiel provides holistic advice tailored to your exact situation.
Included
Financial advisory
financial planning
- Budget creation & expense optimization
- Retirement planning
- College savings strategy
- Tax-efficient investment planning
business financial
- Profitability planning
- Expansion planning
- Succession & exit strategy planning
- Cost structure analysis
military advisory
- VA benefit planning
- Military retirement & survivor benefit guidance
- Civilian transition planning
- Support for veteran-owned businesses
estate & legacy
- Inheritance and gift tax strategies
- Family financial education
- Asset protection consultation
- Coordination with legal advisors on wills and trusts