Candidates for PFS designation must
first be CPA's. The CPA credential, in and of itself, implies
a great deal of education, experience and technical skill.
Furthermore, a CPA/PFS must:
an AICPA member in good standing and agree to comply with
|continuing professional education and reaccreditation
at least three years of personal financial planning
be documented with letters from both clients and peers.
special competence by passing a comprehensive financial
Once a CPA earns the PFS
he or she must work to keep it by becoming reaccredited every three
years. This process includes taking continuing professional
education to stay abreast of the latest developments.
CPA/PFS must also continue to practice personal financial
planning. If the nature of the CPA's practice changes and the
number of financial planning hours drops below the minimum number
required, the CPA will loose the PFS designation.
Financial Planners Are Not Created Equal
out whether your financial planner has earned the right to use the
initials "CPA" for certified public accountant.
These letters are your assurance of competence, objectivity and
The CPA also is
qualified to work with other professional advisers, such as
attorneys, insurance agents, stockbrokers, and bankers, to help you
secure the best possible financial future.
more than 100 years, CPA's have been trusted advisors to businesses
as well as to individuals. They come to the financial planning
marketplace with broad based knowledge, including tax, audit,
financial consulting, and small business expertise. CPA's who
are financial planning professionals understand the framework of
finance and the business world far beyond your personal financial
Select the Best
invested countless hours and hard earned dollars to achieve all that
you now have. But getting ahead is getting harder every
day. The world of financial planning is becoming more complex:
Tax laws keep changing, the real estate market is in transition and
a winning investment is more difficult to predict than ever
before. That's why the American Institute of Certified Public
Accountants (AICPA) has created the Personal Financial Specialist
A CPA/PFS can
provide you with services ranging from an informal personal
consultation to a comprehensive financial plan, carefully tailored
to your individual needs and circumstances. These highly
individualized professional services will help you to:
Manage Cash Flow
Build Required Savings
Develop an Estate Plan
Minimize Tax Liability
Maximize Return on Investments
Manage Financial Risks
Determine Insurance Needs
Build Education Funds
Plan for Care of Elderly Parents
Purchase a Vacation Home
Make the Most of Real Estate Investments
We would be happy to review your
situation with you. We welcome the opportunity to help you
reach your goals. Email
us or use the Contact Us form to learn more about the broad range of
services we offer.
For more information please feel free
to browse around our web site. We are always happy to answer
any questions, or to schedule a consultation contact:
Email Us or call us at 847-215-8630.