CPA<sup>&reg;</sup> Strategic Alliance

Are you a CPA® interested in offering comprehensive wealth management services to your clients?

It's a fact that individuals and business owners consider their accounting professional to be one of their most trusted advisors. You are probably asked a wide range of financial questions every day. Some questions, however, are best handled by financial planners and investment advisors. That's why - since 1998 - Access Wealth Planning has been helping accountants to augment their practices by providing investment management and financial planning services to their client base. These value-added services fill an increasing need in the marketplace as individuals - especially baby boomers - face retirement planning decisions and fear they will not be able to remain financially independent.

For 30 years, our financial advisors have been providing clients with independent advice and high quality care. The professionals we work with can attest to the attention we provide their clients and the results they experience.

This strategic alliance program is designed to help your clients reach their personal and financial goals, while leveraging the technical knowledge, expertise, and quality care that both of our professional teams can provide.

Here is what you and your clients receive:

  • Comprehensive financial and estate plans;
  • Achievable retirement plan;
  • Portfolio management;
  • Insurance needs analysis;
  • Eldercare planning recommendations;
  • Investment strategy recommendations;
  • Quarterly performance reports; and
  • Ongoing implementation and progress monitoring of the financial plan.

We are committed to treating every client relationship with the highest level of integrity and trust. Join the many CPAs who have experienced the benefits this relationship provides to them and their clients.

To learn more, This email address is being protected from spambots. You need JavaScript enabled to view it. or call Howard Milove, CPA®, PFS® at (973) 740-2400.