Personal Financial Specialist

Personal Financial Specialist (PFS)

Q:  What’s the value of a formal Financial Plan six months after it has been prepared?

A:  Many times very little…..Since life and your priorities will have changed over time.

Only with a CPA on your team can you be prepared for life’s “consistent inconsistencies.”

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Our Client Financial Evaluation Form (click to open and print)

 

contactusbutton1 e1313070434523 Personal Financial Specialist