Financial Planning is Essential to Legacy Building

As CPA Team Based Model Consultant we work directly with CPAs:

Reduce the risks that come from referring clients to third parties

Reduce the risk of losing clients by being more proactive

Provide more value and increase client satisfaction

Expand your “brain-trust” by working with some of the country’s best specialists

Increase organic growth by giving clients a story worth sharing with family and friends
The economic conditions over the last 5-10 years have created a serious demand for CPAs to
become much more proactive and act as the ‘trusted business advisor’ for their clients. The
majority of CPAs aren’t able to keep up with these shifting demands in addition to all of the tax
law changes. As a CPA Team Based Model Consultant, my team and I can help with this new

Below is some Common Planning Techniques that we can assist a CPA with and their Business Owners:

  • Life Insurance for Family Protection
  • Life Insurance Retirement Plans (LIRPs)
  • Assets Under Management
  • Long Term Care
  • Qualified Plans
  • Non-Qualified Plans
  • Non-Qualified Plans (CLLS, Split Dollar, etc)
  • Premium Financing
  • Multiple Entity Planning
  • Cost Segregation
  • Employee Stock Ownership Plans (ESOPs)
  • Captive Insurance Companies
  • Cost Remediation or Cost Procurement

When you, Mr. or Ms. CPA or Business Owner think of Cromwell Financial and Insurance we want you think of us your “A” Team!

If you interested in learning more about CPA Team Based Model and the upcoming Elite Tax Planning Academy click here. Be sure to ask us how you can earn 16 CE credits by participating in our CPA Team Based Model System.