WMT FINANCIAL SERVICES is a full service financial services firm providing financial planning services to individuals and business owners with a primary focus of providing proven solutions to clients' specific financial problems.
CPAs who provide personal financial planning services are able to combine their financial savvy and professional integrity in developing the creative planning strategies you need for financial peace of mind.
A good CPA financial planner will review your entire financial life, including your current investments, insurance policies and employment benefits. The planner can help you budget, manage debt, plan for both death and taxes and find the right insurance, as well as help you with your investments. Thie planner may manage money for you, or make recommendations for you to carry out.
The CPA financial planner will be acting as a fiduciary by putting your interests first, disclosing any conflicts of interests that may affect his or her decisions, and how they will be paid.
Copyright 2011 WMT FINANCIAL SERVICES. All rights reserved.