Financial Planning & Your Clients
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.
If your clients don't have a plan to increase their income about as much as their living costs are going up in retirement, then they may without realizing it have a plan for running out of money.
Financial Planning: Allowing Your Clients to Have Enough Money to Retire & Remain Comfortably Retired

Why Clients Should Have a Financial Plan
Straight Talk About the Benefits of Financial Plans

CPA Resources
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.