PFP23102C. Building Your Tax and Financial Planning Advisory Business Workshop: Business Model Roundtables

Group 1

Dirk Edwards, CPA/PFS, JD, Edwards Bradley PC, Lake Oswego, OR

• Clients include entrepreneurs, executives, and high-net-worth individuals and their families; offers integrated personal financial planning and tax compliance services

Susan M. Tillery, CPA/PFS, President & CEO, Paraklete Financial Inc., Kennesaw, GA

• Fee-for-service integrated financial planning without asset management or product sales who builds a team of advisers and offers a multi-family office approach

Brooke Salvini, CPA/PFS, Principal, Salvini Financial Planning, San Luis, Obispo, CA

• Registered investment adviser firm that offers fee-only, hourly and retainer, objective advice with a focus on estate, retirement, tax, investment, and risk management planning

Group 2

Scott Sprinkle, CPA/PFS, CGMA, CFP, Sprinkle Financial Consultants LLC, Littleton, CO

• Family office/high-net-worth client model providing tax, financial planning and investment advisory services with fee-only compensation

David Stolz, CPA/PFS, CFP, Stolz and Associates P.S., Tacoma, WA

• Registered investment adviser firm that offers fee-only, hourly and retainer financial planning and asset management with a focus on high-net-worth couples and divorcees

Group 3

Jean-Luc Bourdon, CPA/PFS, Principal, Lucent Wealth Planning LLC, Santa Barbara, CA

• Fee-only independent firm affiliated with a Turnkey Asset Management Provider (TAMP) offering financial planning and investment management services

Theodore Sarenski, CPA/PFS, CFP, AEP, President/CEO, Wealth Manager, SageView Advisory Group, LLC, Syracuse, NY

• Experience selling a business and providing PFP services in multiple firms with a fee-only focus on investment management and financial planning
• Mark Astrinos, CPA/PFS, CFP®, RLP®
  • Experience buying a business; provides personal CFO services that include life planning, financial planning, and investment planning for a fixed fee

Learning Objectives:

• Identify the benefits and challenges of the business models that resonate most for you.
• Determine what you need to know to take your next steps.