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


Securities products and services are offered through Park Avenue Securities LLC (PAS) 244 Boulevard of the Allies, Pittsburgh PA 15222 1.412.391.6700. PAS is an indirect wholly-owned stock subsidiary of Guardian. Neither Lifetime Financial Growth, LLC. nor Luttner Financial Group Ltd. are affiliates or subsidiaries of PAS or Guardian.

 

PAS is a member FINRA, SIPC.

 

The Information on this site is intended for the residents of Pennsylvania, Ohio, West Virginia, and Maryland. The financial representatives of Lifetime Financial Growth are not licensed to sell securities in all 50 states. To find out if an agent is licensed in your state, please contact Cheri McElroy at 412-391-6700.

 

We are licensed to sell Insurance in the following states: Pennsylvania,Indiana, West Virginia and Ohio.

 

Guardian, its subsidiaries, agents or employees do not give tax or legal advice.

The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. © Copyright 2005-2012, The Guardian Life Insurance Company of America

 

Guardian does not offer Property & Casualty and Individual Health nor do we provide services for them. Disability income and long term care insurance underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products are not available in all states. Product provisions and features may vary by state.

 

Important Consumer Information: A broker-dealer "BD", investment advisor "IA", a BD agent, or IA Representative may only transact business in a state if first registered in the state, or is excluded or exempt from registration in that state as a broker-dealer, investment advisor, BD agent, or IA Representative, as appropriate. Follow-up individualized responses to persons in a state by such a firm or individual that involves either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

 

This Internet site may contain general information about various investment products. The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. Such information is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.