TESTIMONIALS

“35 years ago as I entered the practice of psychiatry I was searching for someone who could provide financial and tax advice. Through a colleague, I was introduced to Paul Naden and subsequently to Ron Ehman. I often see advertisements from Financial institutions with the usual pictures of contented elderly folks either standing at the helm of their sailboats or relaxing on a beach. The caption refers to the wonders that the financial institution has been able to provide that allowed the individual to arrive at that juncture in life with significant financial assets. Yet there is a crucial choice prior to that of an investment counselor. The germinal choice is the right choice of a financial counselor, a CPA. The decisions which flow from that critical choice gradually shape the evolving structure of your financial health of which your investment assets are only a part.

As a physician I spent most of my time addressing my training to practice medicine. There was little time to address the issue of fiscal discipline or short and long term money management. All I knew was that I would probably generate an adequate living, end of story. Fortunately, through this fog of wishful thinking about future financial management and retirement planning, I was referred to Naden/Lean.

Paul Naden initially provided the accounting basic training (always painful to new initiates) which involved confronting my rather vague notions of responsible stewardship of the monies which my practice was generating. After surviving the live ammunition of exposure to tax realities, I began working with Ron Ehman. Through almost 30 years Ron and his colleagues at Naden-Lean have gently and patiently guided my and my wife’s learning about how to manage money and plan for retirement.