Growing Opportunities
Certified Public Accountants
Develop a strategic alliance with Paraclete. When planning for retirement in the 21st century we can’t avoid the conversation of taxes. When discussing tax efficient or even tax-free distribution strategies, it requires us to look at both the long and short-term effects of where we save money for retirement.
How it Works
ACCOUNTING FIRMS WITH FINANCIAL PLANNING SERVICES GROW FASTER
In our experience working with CPAs, they have some of the best eyes for short term focused tax efficiencies. We call this “near-sighted tax savings.” We as retirement distribution specialists are opposite in that we are focused on the long term effects on how our retirement dollars are distributed. We call this “far-sighted tax savings.”
Rather than working against one another with conflicting strategies, it requires us to look at both the long and short-term effects of where we save money for retirement. We call this having “20/20 vision in tax savings perspective” where we can fully service our clients by seeing the entire picture.
Creating a strategic alliance with Paraclete can help your firm to:
Capture More Business
Gain a new source of high-net-worth referrals.
Shield Yourself From Competition
Add expertise in another area of finance to provide better service and shield your clients from the competition.
Increase Firm Revenue
Potentially offer additional financial services to your clients and increase the value of your firm.
