You're Already Giving Financial Advice....
Now Get Paid For It.
Help Your Clients by Adding Financial Planning Today
The CPA’s Challenge
✔️ Your clients already turn to you for advice beyond taxes:
• “Can I afford to retire?”
• “Should I use a Roth or Traditional IRA?”
• “How should I invest my 401(k) rollover?”
• “What’s the best way to help my kids or grandkids?”
✔️ You’re already answering these questions — usually for free — while outside advisors get paid (and sometimes steer your clients in the wrong direction).
✔️ You’d like to offer more value and protect your relationships — but don’t have the time or resources to build your own financial planning or investment business.
The Solution: Partner With Us
✔️ We make it easy to offer formal financial planning and investment advice as part of your CPA practice — and earn fees for the advice you already give.
✔️ We provide the platform, tools, and support.
✔️ You keep the client relationship and focus on what you do best: Helping Clients!