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AFA
Financial Group, LLC (AFA) understands CPA’s and their commitment
to their clients’ best interests. AFA is owned and operated
by accountants and financial planners with extensive experience
in supplying their clients with excellent service, investment strategies,
and products. AFA is adding the + through its cpa+ program, a winning game plan based on real field experience that provides CPA’s a professional platform to expand their practice and enter the financial services business. On the cpa+ team, the CPA is the captain who knows the players and understands the game. The CPA is backed by a team of all-stars – the AFA Home Office and approved financial planners – with a proven track record and access to a diverse range of financial services products. As trusted advisors, CPA’s can offer more to their clients with a well-prepared financial planner as a team member. cpa+ is strategically designed to create synergistic relationships between CPA’s and highly qualified financial planners, and ultimately may provide the greatest degree of success and prosperity to their clients. cpa+ delivers a complete turnkey business and marketing game plan to evolve your CPA practice into a state-of-the-art financial services provider. cpa+ enables you to provide everything your client’s need, from simply creating a long-term financial plan, to estate planning, to complete management of client wealth. |
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