Why use a CPA/PFS for Financial Planning?

All financial planners are not created equal. Licensed CPAs have a Fiduciary Standard and have long been considered the standard for financial knowledge, objectivity and integrity, prepared to handle the most demanding financial situations. A Personal Financial Specialist (PFS) credential can only be earned by CPAs, and it requires additional education, real-world experience and extensive knowledge to pass a rigorous exam.

A CPA/PFS has an unparalleled understanding of how to help clients benefit from today’s complex decisions about taxes, retirement, estate planning, investments and insurance. Anyone planning their financial future will sleep better knowing their plan is CPA Strong.