Make the Right Move: Hire a CPA Financial Planner
You can expect a relationship with clear, open communication and trustworthy advice and information – characteristics of the CPA profession that have endured for more than 100 years.
In addition, your planner’s CPA background and expertise will ensure your personal financial plan will be integrated with your tax planning.
All Financial Planners Are Not Created Equal
What makes a CPA financial planner so special? Here’s a closer look at what makes a CPA uniquely qualified to serve you:
Education
College education in accounting and financial topics; on-the-job training (under a CPA’s supervision); completion of a rigorous CPA exam; and continuing professional education
Experience
Expertise in key areas of business and finance ensure a holistic perspective on your personal financial plan
Ethics
Compliance with State Board of Accountancy rules and regulations and the AICPA’s Code of Professional Conduct – plus uncompromising objectivity and integrity
Tax Knowledge
Tax-planning experience ensures this critical component of financial planning is considered in every decision
Community
Dedicated CPA financial planners choose to belong to the AICPA’s PFP Community, which provides them with access to training, tools and networking with CPA peers
Are You Ready?
Working with a CPA financial planner – a trusted adviser with the skills, time and temperament to serve you, your family and your business – is the best choice you can make for your financial future.
Your CPA financial planner will partner with you to reach your goals via services ranging from an informal consultation to a comprehensive financial plan – whatever works for you.
All the objectivity, integrity and experience you expect from the CPA profession is applied to your financial planning.
A CPA financial planner is a professional you can trust.
© 2009 American Institute of Certified Public Accountants, Inc.