Does Your Financial Advisor Coordinate With Your CPA?

Greg Powell Video Thumb01/11/12 To help our clients grow and protect their wealth, we work with CPA’s to make sure they have a sound tax strategy. Greg Powell, CIMA, President/CEO and Wealth Consultant explains the advantages our clients have because of this approach in our unique financial planning process.

Email Greg here with comments and questions.

Note: The opinions voiced in this material are for general information and are not intended to be specific advice. Any indices such as the S & P 500 can’t be invested into directly. Past performance is no assurance of a future result.

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