A CPA's financial planning practice typically concentrates on providing advice and assistance to help you define and reach your financial goals. In addition, all CPAs must uphold their state's code of ethics to maintain their professional licenses. Because your interests come first, CPAs will call upon other professionals for assistance when they encounter situations which are out of their realms of expertise. CPA financial planners provide a wide range of professional services, from offering guidance on one aspect of your finances to helping you develop a comprehensive financial plan. Develop an investment philosophy.
Determine insurance needs.
Minimize income tax liability. Build education funds. Build retirement savings. Plan for eldercare or other special needs. Prepare an estate plan.