Broker Check
Client Center

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

Behavioral Investing

Behavioral Investing

Controlling Emotions & Avoiding Self-Destructive Behavior

Learn more
Business Owners & Financial Planning

Business Owners & Financial Planning

Business Owners & Retirement

Learn more
The Elements of a Financial Plan

The Elements of a Financial Plan

A Financial Plan is More Than an Investment Portfolio

Learn more
Why Clients Should Have a Financial Plan

Why Clients Should Have a Financial Plan

Straight Talk About the Benefits of Financial Plans

Learn more
CPA Resources

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.