Over the last several years, many accountants have extended their traditional tax services to include financial planning. Financial planning involves many of the analytical tasks that come naturally to those trained as accountants. CPAs, especially those with audit backgrounds, are used to asking the right questions. In many cases, a CPA/financial planner can help his or her client reach solutions to problems the client may not even have been aware of.
SupremeAccountant professionals must pledge that they will not attempt to sell you any commission based financial products in the course of providing you with independent advice. We would be happy to discuss this aspect of our network with you.
If you need an investment adviser or insurance contact us for a referral to a trusted colleague.