The Wealth Management Program
Your journey with the CPAlliance™ begins here.
WHAT IS CPALLIANCE™
The CPAlliance™ is a Turnkey Asset Management Program (TAMP) designed by CPAs for CPAs. We are an elite network of CPA financial planners who are registered investment advisors. We are uniquely qualified to help clients achieve and protect financial independence, supporting each other along the way.
WHAT IS A TAMP?
A TAMP provides asset management, performance reporting, trade reconciliation, and billing services so you can focus on your client’s goals. Sit back and let us do the rest.
HOW WE'RE DIFFERENT
The CPAlliance™ program doesn’t stop there. As CPAs ourselves, we get it. Knowing a CPAs time is limited, we’ve designed the CPAlliance™ to meet the growing need for CPA financial planners.
Discover the Key to Personal Financial Planning
Unlock Your Potential with Our Financial Planning Questionnaire
As CPA Financial Planners, we have been helping our clients achieve financial independence for years. Not only can we provide you with the best TAMP services you need to support your tax practice, but we walk you through the entire process and help you begin offering personal financial planning services to your clients. First step: the Financial Planning Questionnaire! We created this tool to help you gather your clients’ information, analyze their portfolio, and begin offering them the best advice and support.
Experience personal financial planning for yourself by downloading our free Financial Planning Questionnaire and scheduling a free, 60-minute consultation with CPAlliance Director, Shawn McCabe!
205 East Orange Street | Suite 310 | Lakeland FL 33801
tel: (863) 688-1725 | fax: (888) 972-5548
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