CPAs
Expand your services. Provide more value. Retain even more clients.
Are your clients getting conflicting advice?
While you’re providing expert accounting advice to your clients, what’s happening when they’re talking to their financial advisor or attorney and you’re not in the room?
- Recommendations that derail your guidance
- Other professionals don’t understand the nature of your field
- Your client doesn’t have a holistic view of their wealth management
THE END RESULT:
The client is forced to make a gut-feeling choice on whose advice to take, and it may not always be yours.
WELCOME TO ALL-INCLUSIVE WEALTH MANAGEMENT
Focus on what you do best, we’ll take care of the rest.
You can go from solely offering accounting services to providing these all-inclusive wealth management services:
Asset Protection
IRA Rescue
Tax Planning
Family LLC
Estate Planning
Investment Management
Survivor Assistance
Charitable Giving
Medicaid Spend Down
IRS Rescue
WELCOME TO ALL-INCLUSIVE WEALTH MANAGEMENT
Focus on what you do best, we’ll take care of the rest.
What to expect
All-Inclusive Plan (Brain Trust)
While you focus on what you do best, you’ll have a team of experts in finance and legal providing additional support that doesn’t contradict your accounting expertise.
Increased Retention
Now you’ll be able to provide a one-stop solution for every area of your client’s wealth, making it nearly impossible for your clients to even think about going elsewhere.
Streamlined Communication
We care deeply about both your clients and your own success. We will be your dependable point of contact at all times on a simple, fixed-fee model.
