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 you haven’t got a plan to increase your income about as much as your living costs are going up in retirement, then you 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

Why Clients Should Have a Financial Plan
Straight Talk About the Benefits of Financial Plans