benefits of choosing a CPA and CFP®

marrick wealth drives a tax-smart, comprehensive strategy combining financial planning and investment management expertise from CPA financial planners. Our CPA financial planners bring predictable outcomes to your family’s goals. Potential benefits of working with an independent, fee-only financial advisor are vast and may include:

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The Added Value of Financial Advisors Benefits of working with a CPA Financial Planner
family goals
  • Improved communication around family finances
  • Increased understanding of how goals will be prioritized and funded
  • More time with family
professional guidance
  • Discipline
  • Perspective
  • Behavioral coaching
  • Reduced investment expenses
  • Improved risk-return tradeoff
  • Enhanced after-tax returns
income taxes
  • Reduced income taxes
  • Better coordination with tax return preparer
  • Enhanced benefits for charitable gifts
cash flow & debt
  • Awareness of appropriate lifestyle spending amounts
  • Matching time horizons with short-term and long-term funding needs
  • Reduced borrowing costs, specifically on mortgages
  • Greater awareness of possible outcomes
  • Increased likelihood of successful outcomes
  • Enhanced enjoyment of retirement years
  • Improved utilization of employer provided benefits
  • Ensure appropriate amounts of coverage
  • Reduced premium costs
estate planning
  • Better coordination with estate attorney
  • Peace of mind
  • Continuity in planning with successor trustees