CERTIFIED FINANCIAL PLANNER^TM (CFP)

& CERTIFIED PUBLIC ACCOUNTANT (CPA)

Education

B.B.A. in Accounting from Western Michigan University, M.B.A. from Roosevelt University, a Master of Science in Taxation from DePaul University, and a Certificate in Financial Planning from DePaul University.

Member

National Association of Personal Financial Advisors, Financial Planning Association, Illinois CPA Society and the American Institute of Certified Public Accountants.

Experience

Karl W. Blovet has over twenty years of experience with the IRS, private industry, and public accounting. He specializes in comprehensive financial planning, tax planning, and tax compliance for individuals and small business owners. He also teaches the “Income Tax Planning” class at DePaul University’s Certificate Program in Financial Planning.

The National Association of Personal Financial Advisors (NAPFA) Code of Ethics

Recognizing our fiduciary responsibility to clients and the public, we uphold the highest standards of care in the industry by espousing and practicing:

• Objectivity
• Fairness and Suitability
• Full Disclosure
• Confidentiality
• Integrity and Honesty
• Professionalism
• Competence
• Regulatory Compliance

Fiduciary Oath

We shall exercise our best efforts to act in good faith and in the best interests of the client. We will provide written disclosure to the client prior to entering into the engagement, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or may, compromise our impartiality or independence.

We, or any party in which we have a financial interest, do not receive any compensation, or other remuneration that is contingent on any client’s purchase or sale of a financial product. We do not receive a fee or other compensation from another party based upon the referral of a client or the client’s business.