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Financial Planning for Tax Professionals & CPAs

Comprehensive Financial Planning Services for Your Clients

Every financial decision your client makes is a tax decision. A client doesn't come to you to simply handle their tax paperwork. They come to you to help them to protect and grow their wealth. Partnering with ǿ޴ý Planning Partners℠ allows you to offer financial planning services, so you can better serve your clients by providing more of the support they want from a person they already trust and truly holistic financial advice from a team of financial and tax professionals.

Adding wealth management to your firm’s services, you may be able to:

Tax-Intelligent, Holistic Planning Strategies

ǿ޴ý Planning PartnersSM is in the business of providing tax-intelligent, holistic wealth management solutions centered around our Guidance Planning Strategies (GPS). The GPS program is a powerful tool that shows your client’s life on a screen and helps build a map of their financial future. This comprehensive review considers their earnings, cost of living expenses, savings, investments, net worth and more.

GPS starts with a discussion around your client’s financial goals and concerns to identify what’s most important to them. As your understanding grows, asset management, retirement planning, insurance planning, estate planning, and tax planning become integrated into the process. This innovative program gives you the power to offer a truly holistic, tax-intelligent, financial plan for your clients.

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A Financial Plan That Works

Your client’s established GPS is the roadmap for future decision-making. This plan can be “stress-tested” to show what happens to their financial plan if there is movement in the stock market, changes to their retirement investment strategy, unexpected life events and more.

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ǿ޴ý Retirement Plan ServicesSM

ǿ޴ý Retirement Plan Services is your turnkey solution. Our in-house employees offer a full suite of services including plan document compliance review, benchmark investment performance and fees, customized plan design solutions for your clients, and professionally managed investment portfolios. Leverage ǿ޴ý employees to run your plan and utilize every resource under our roof.

With our holistic view of financial planning, we focus on the primary goals of your client, including their GPS, and help create a tailored retirement plan that helps maximize their contributions and tax deductions.

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Your true financial planning partner

Ready to learn more about the ǿ޴ý advantage? Let us demonstrate how we can help change your life and your practice for the better with a wealth management approach you can feel confident in.

Looking to grow your business as part of a supportive community?

Taking steps to further your client's financial goals is easy. Simply complete the short form below and we will contact you about becoming an ǿ޴ý financial professional.

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