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INVESTMENT SERVICES
Choosing the right financial advisor can be the single most
important financial decision a person will make.
The
CPA profession is being challenged to make changes. It is
critically important that CPA firms, large or small, stay
ahead of the curve. Certified Public Accountants must focus
on the future, and define their specialty in the market place.
You may think of a Certified Public Accountant when you think
of taxes or business services. The truth is that today …CPAs
can offer so much more.
It has been established that a well trained CPA Tax Professional
who has unlimited resources into the financial products and
financial services of the world is the best person to orchestrate
and assist clients with the setting and implementing of their
financial goals.
CPAs are licensed. Licensing is a part of the legislative
process for consumer protection. CPAs, in public practice,
offer the
public an added measure of consumer protection. Investors
often need to be reminded of the purpose of licensing. CPAs
can and
do become Securities Licensed in order to provide CPA financial
services as a public service.
I became Security and Insurance Licensed in 1994, in order
to better service my clients in the areas of Financial and
Investment Planning, Retirement Planning, and Estate Planning.
I am a Registered Representative of and offering securities through Independent Financial Group, LLC. Member FINRA/SIPC..
As a Registered Representative, I can work with you on investment
alternatives for:
• Financial Planning using Mutual Funds and Annuities.
• Retirement Plans fromTraditional IRAs, Roth IRA, Simple Plans,
SEP IRAs, 403(b) and 401(k).
• Estate Planning from Life Insurance, Annuities, and Mutual
Funds.
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