As a CPA with a successful practice, you have worked hard to establish yourself as a trusted advisor, particularly in this turbulent financial environment. Because you have built solid, long-standing relationships, clients may feel comfortable asking for your advice on their most important financial decisions, including: How can they get out of debt? Are they saving enough? When can they retire?
As an additional, value-added service, appropriately licensed and registered Certified Public Accountants can now offer insurance and securities products. This is potentially a huge market for CPA's, and a real benefit for clients.
Wharton Investment Consultants is in a position to assist you. With our CPA Support Program, we help CPA's address and overcome these issues in order to maximize the benefits that you are bringing to your clients and your practice.