PLUS Financial provides complete and customized financial services including investments and asset management. Clients receive superior service and an individual approach to financial planning. Our commitment to our clients is to preserve and increase their net worth, thus enabling them to attain their financial goals.

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INTUIT (INTU) - The company is the leader in personal and business financial software and support. Intuit is better known for its consumer products which include Quicken, Turbo Tax, and Quickbooks. As a financial professional, I have seen these products capture a dominant market share, but what really makes Intuit very attractive is its growth into the Internet. In the latest quarter, 20 percent of the company’s total revenue came from Internet-related business, and Web-based Turbo Tax filings increased fivefold from a year ago. Even better, this company makes money. With the latest reported Earnings per Share of $1.76 and a price of less than $35 this company represents true value in the Internet marketplace and rates as a strong buy.

Our Investment Philosophy - We realize that each investor’s own goals, time horizons, risk tolerances, among other things, must be considered to create the optimum portfolio. However these general statements hold true for all of our investment recommendations.

We advise a long term approach to investing. Aside from the obvious tax benefits, when we recommend stocks, we look for financial strength, potential for increased income, and leadership in a strong sector. All of these attributes dictate a long term position . Of course, unexpected negative news is always a reason to review your asset mix and portfolio and make changes if necessary.


We do NOT trade in options, or commodities nor do we recommend day trading. These markets can be very lucrative for some investors, but remember there are more losers than winners in this game after the “house” takes its cut (i.e. commissions, spreads, fees etc.) . Sounds too much like betting at the track, which we also do not recommend. as a financial strategy.

PLUS Financial Services, Inc is a registered Investment Advisor with the Florida Department of Banking And Finance. All assets are personally managed by Larry Duguay, the President of the company. Florida file number 048724.

For more information or a free initial consultation please contact us.
info@plusfinancial.com Phone 941-358-9119
Fax 941-358-9905

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