Capital Performance Advisors (CPA)

Tonight I want introduce another essential element that our firm brings to the table for our medical and dental clients. CPAs have always played the role of "trusted advisor" in everything from tax preparation to business planning to legal matters, even in their clients personal lives.

Because of this close relationship with clients, CPAs are often asked for help regarding financial decisions, such as different investment ideas, retirement planning, wealth transition planning, etc.
This made it easy for firm like Capital Performance Advisors (CPA) to come to life.

Continuing that role of "trusted advisor" our firm has created an investment advisory firm -- CPA. In this firm we take the role as wealth strategists. We help our clients to make sound investment decisions that truly meet their life goals and expectations. We take the time to get to know our clients, what they want in life for themselves, their children, etc. Then we help them to come up with an investment strategy... and even more importantly, we educate them about their decision and help them maintain the discipline necessary to stick to it and achieve their goals.

As Larry Swedroe, of Buckingham Asset Management would say (especially during times when the market is behaving like it is now), "We need to be like postage stamps. They stick to the letter until they reach their destination."

So, this is an important part of how I help my clients to achieve their goals and live comfortable, resting assured that their future is in good hands...