Clients benefit when CPAs and investment advisors work together.
By Martin E. Levine, ChFC, CPA, MBA
4Thought Financial Group, Inc.
Even if the client isn’t always right, helping clients understand and make the best financial decisions is always the right course of action.
CPAs understand the implications of financial decisions and strive to advise clients in ways that improve their financial well-being. However, clients frequently have multiple – sometimes conflicting – financial goals, and use other financial professionals, including financial advisors, attorneys and business consultants, to achieve them.