Accountant's
Resource Center

CPA Opportunity
Development

Introduction

91.5% of business owners said they would purchase financial products from their CPAs.

Today, the accounting profession is at a crossroads. As giant non-attest firms grow ever larger, many CPAs are deciding whether they should try to “fight them or join them.” But you have a strategically smart third choice: Outsmart them and compete with them while staying independent.

Fortunately, your service capabilities can expand significantly through a strategic alliance with another independent firm – one that specializes in insurance, annuities, investments and asset management. Many states now allow properly-licensed CPAs to participate in commissions from insurance, securities or both.

LFG, has a reputation for excellence in individual and business financial services for more than 50 years, and can effectively act as your “backroom financial planning department”.

Is the time right to ….

  • Expand your financial services and revenues?
  • Maintain control of your client relationships and professional integrity?
  • Keep your independence while competing against larger CPA firms that are moving into your market?

We provide these materials to answer questions and explain how to integrate a financial planning service within your existing CPA practice. We will meet with you to develop a business plan -- tailored to your preferences and needs -- that can allow you to offer other financial services to your client base and increase your income.

Our Representatives and resources are available as a “backroom” planning department for your practice. You choose the level of involvement and exposure of our firm to your clients. Some CPAs prefer to have us completely out of their clients’ awareness, while the CPA is trained to present product solutions and financial strategies. Others prefer to call in our Representatives as needed to work directly with clients. Still other CPAs prefer to operate somewhere in between. Our firm will work in whatever level of service you feel comfortable.

Please contact the Marketing Department for brochures


Guide to Building and Marketing a Personal Financial Services Practice


CPA Guide to Opportunity, Structure & Regulation of a Professional Financial Planning Practice


The Efficient Way for CPAs to Expand into Financial Services


Luttner Financial Group, a Lifetime Financial Growth Company is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 244 Boulevard of the Allies Pittsburgh, PA 15222, 412-391-6700 PAS is an indirect, wholly-owned subsidiary of Guardian. Luttner Financial Group, a Lifetime Financial Growth Company is not an affiliate or subsidiary of PAS or Guardian. Important Disclosures GEAR #2014-10161 (exp.08/16)