financial advisor

Why Your CPA and Financial Advisor Should Be the Same Professional

Your CPA does your taxes. Your financial planner handles your investments. But, what if your CPA could also manage your wealth? If the person who understands your tax situation can also be the person advising you how and where to invest for the best rate of return (based on your tax situation AND your financial […]

Why Your CPA and Financial Advisor Should Be the Same Professional Read More »