Your CPA is not a Financial Advisor

Your CPA is NOT a Financial Advisor. Unfortunately, many people still assume that they are.

This doesn’t discredit CPAs at all!  They are an irreplaceable piece of your financial team. They are great at keeping you compliant, keeping the IRS from checking in on you, and saving you money on taxes

CPAs =  Save on taxes today, prepare/report appropriate tax forms, help with tax strategies, and staying compliant.

Financial Advisor =  Long-term wealth strategy, retirement planning, investments, risk management, and distribution strategy.

In most cases, CPAs are more than capable of doing what a Financial Advisor does, but they aren’t trained or focused on investment strategies and long-term wealth planning the way Financial Advisors are.

Take the time to make sure you have the right experts helping you with the right piece of your financial picture. It could make a huge difference!