Looking to partner with a growth orientated, client centric firm that operates as a complete financial firm. Clients are business owners and investors that initially engage my services providing tax planning. They receive a professionally written tax plan that is based on their facts and circumstance. Currently, saving average $10k per year/ per client with the plan having elements of investing and insurance, of which I am able to deliver. Tax Planning is the corner stone of this business model.
If you are an Accountant/CPA/EA there is an opportunity here for growth in terms of tax, accounting, and Investment clients. Not interested in having my advisory clients being merged or absorbed by Investment advisor. You need to bring a "value add" to the table.