CPAs / Referral Sources
We offer our CPA and referral partners a level of service and accountability that is unparalleled.
We believe in timely and helpful communication, but never overwhelm with unnecessary detail.
We’ll provide you and your client the right answer, not necessarily the easy one.
We use our extensive understanding of retirement plan laws and regulations to help each plan remain compliant now and in the future—and we excel at problem-solving when something goes awry.
As a true TPA consultant, we can design a customized retirement plan—one tailored to fit your clients’ unique goals and offer the best opportunities to maximize tax advantages.
When their business evolves, we make sure their retirement plan does, too.
We also offer a unique program to our CPA partners in the form of education credits (CPE). This program includes practical training and updates designed to give you real-world ideas you can incorporate in your business to support your clients.
Let’s talk about supporting your clients
As a CPA, you know first-hand the value a well-administered retirement plan offers a business owner and their business. In fact, many of our clients come to us through referrals from accounting professionals and other financial-planning services. We think that’s high praise.