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. -Financial & Retirement Planning -Investment Planning -Insurance Planning -Long-term care planning -Social Security Planning -Income Planning -Legacy Planning and Wealth Preservation -Estate Planning -Income Tax Planning

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