A CPA/PFS: Helping You Realize Your Financial Goals

A CPA/PFS: Helping You Realize Your Financial Goals

November 9, 2013

All financial planners are not created equal. A CPA/PFS is more than a financial planner – he or she is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This knowledge is critical to obtaining the most valuable, objective advice possible. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the CFP/PFS professional has the experience, ethics, and expertise to get the job done right.