CPA Consulting Group offers comprehensive, fee-based financial planning services. It's the ultimate way to be proactive about your family's financial future.
When you trust CPA Consulting Group with your financial planning needs, you'll work with skilled CPAs who hold the coveted CERTIFIED FINANCIAL PLANNER™ credential. Our services meet the high standards maintained by the best public accounting firms and best of all, you get unbiased advice without pressure to buy investments to help a financial planner satisfy a sales quota. Using the six-step financial planning process developed by the Certified Financial Planner Board of Standards, our financial planners take a comprehensive approach to your planning, evaluating your investments, wills, contracts, insurance policies and other documents in order to develop recommendations. Once you select your plan of action, we serve as a coach who guides the efforts of a team of money managers, attorneys, estate planners and other professionals involved in the implementation of your plan. You trust CPA Consulting Group for the best public accounting and management consulting services. Why not trust us with your personal financial planning? Sometimes it just makes sense to put all your eggs in one basket! Call CPA Consulting Group for a free financial planning consultation. 615.322.1225