Life Planning Services*
MEMBERS:
Financial Planning Association (FPA)
Society of Financial Service Professionals (FSP)
National Association of Insurance and Financial Advisors (NAIFA)
National Association of Enrolled Agents (NAEA)
Million Dollar Round Table (MDRT)
* Financial, Tax & Legal Planning Services often provided through team work of a Certified Financial Planner (CFP®), an Enrolled Agent (EA) and an Attorney.
** Tax return services offered through our accountants, Enrolled Agents (EAs), and CPA network firms.
** Tax return services offered through our accountants, Enrolled Agents (EAs), and CPA network firms.