Our CPA Financial Planning thought leadership has been curated with the intention of explaining the benefits and basics of financial planning. Our goal is to give CPAs information that will allow them to speak with clients about their retirement goals and how a financial plan will benefit them.
Controlling Emotions & Avoiding Self-Destructive Behavior
Business Owners & Retirement
A Financial Plan is More Than an Investment Portfolio
Straight Talk About the Benefits of Financial Plans
We work with CPAs every day and support their member organizations in a variety of ways, including speaking at MICPA events, providing relevant thought leadership and serving on planning committees.