Why a CPA Financial Planner?

Why Work With a CPA Financial Planner?

The person who does your financial planning must also understand the complexities of your tax situation.

The road to financial security is rarely smooth and easy. Creating and following long-term financial and tax planning strategies for your family or small business can be daunting, even during stable and prosperous times. In a political, economic and tax environment that is in constant flux, staying on top of your complex financial life is even more challenging. It’s also more important.

Financial planning focuses on a broad range of your individual needs and goals, and how they shape your decisions on retirement, education, taxes, investing, insurance and your estate.

As a trusted advisor, a CPA (Certified Public Accountant) is in a unique position to provide objective recommendations so you can make informed decisions. CPAs who are also financial planners have the added knowledge in all areas of financial planning – helping you see the big picture and ensuring that all of the bases are covered.

Being a CPA first and foremost, we are licensed by your state and adhere to a strict professional code of conduct. Along with their additional financial planning knowledge, this ensures that you can count on competence, objectivity and the highest standard of integrity for your most important financial decisions.

Benefiting From the Services of a CPA Financial Planner

CPAs have ranked among the most valued and respected professionals for more than 125 years, and are second only to physicians in terms of consumer trust and confidence. CPA financial planners provide a full range of services that can help you attain financial security and success. CPAs will work with other professionals to complement those services – customizing their offering to meet your unique needs and specific goals.

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