Why Choose a CPA / PFS Professional?

All financial planners are not created equal.  A PFS is more than a financial planner - he or she is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning.  Licensed CPAs have long been considered the standard for financial knowledge, objectivity and integrity, prepared to handle the most demanding tax 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.  The PFS professional has the experience, ethics, and expertise to get the job done right.