top of page

CPAs

We assist CPAs who own their own firms with their financial planning needs. The CPAs that we work with often have employees and have $1 million+ of personal investable assets plus retirement assets.
 
The majority of our clients are referred to us from other professionals, but we also meet many people through client introductions and social media. No matter how they may have come to work with us, we are committed to working with all of our clients over the long term and helping them achieve their financial goals. We are passionate about making a real difference in our clients' lives.
​

We Understand Your Financial Challenges

We can help CPAs address the following personal financial challenges:
​​
  • Protecting Your Assets Against Creditor/Government Intrusion
  • Intentional Growth of Wealth with Risk Mitigation
  • Tax Reduction
​
We also offer the following business planning services in addition to personal financial planning:
​
  • Tax Planning
  • Employee Benefits Planning (Including Retirement Benefits)
  • Succession Planning
  • Business Valuation
  • Selling Your Business
bottom of page