Financial Planning Resources 

Sharing your life plans and dreams with a financial adviser requires an enormous amount of trust. There’s so much to consider.

  • You need to know they’re credible and objective while acting in your best interest.

  • You want to ensure they have the required qualifications such as education, experience, reputation, and financial planning expertise

  • You want to know how they’re compensated (fees, commissions, etc.).

If you’re like most people, this can be a daunting decision.

Here’s a simple way to make it easier: Look for the letters “CPA/PFS” (Personal Financial Specialist) after the name of anyone you’re considering.

CPAs are protectors of the public

Licensed CPAs are subject to regulation by their respective state boards of accountancy and strict professional ethics rules adopted by the boards to protect the public against fraud, incompetence and conflicts of interest.

In addition, all CPA/PFS credential holders are members of the American Institute of CPAs and are required to adhere to the AICPA Code of Professional Conduct, which sets forth certain standards of professional conduct.

The Statement on Standards in Personal Financial Planning Services establishes guidance for members who provide personal financial planning services.

What a CPA/PFS Can Do for You

A CPA Personal Financial Specialist (CPA/PFS) must adhere to the most rigorous professional standards and ethics which means they will take the time to first UNDERSTAND YOU so they can truly put YOUR INTEREST FIRST.

Having "CPA/PFS" proves they have earned a level of distinction few financial planners can match. The CPA profession reputation is built on consistent competence, objectivity, and integrity.  A CPA/PFS won't ask for your trust, they will earn it.

A CPA/PFS will:

  • apply their training, experience, testing and education as CPAs to your financial situation, distinguished from other financial planners;

  • demonstrate expertise and continued learning in the topic of personal financial planning; and

  • coordinate your financial life by integrating your goals, tax situation, and financial plan in a holistic way.


Tools and Resources to Get You Started

The following tools and resources have been created to assist you in all areas of your financial plan.

Financial Planning Webcasts

Timeless topics from past events:

 Topic Title Speakers 
Financial fraud and abuse Protecting your Loved Ones from Financial Fraud and Abuse Martin Shenkman, James Sullivan, Randal Wolverton
Retirement Planning for Spending in Retirement Michael Goodman, Lori Luck, David Stolz
Series: Take Charge. Your Money. Your Life.  2017 Taxes: Start Your Money Plan Here  David Stolz




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