Most CPAs do not prepare tax returns with your retirement plan in mind. That’s not their fault; long-term tax planning for retirement typically isn’t part of a CPA’s job. And yet, your taxes play an enormous role in the retirement planning process!
Having both a CPA and CFP on your financial team is a smart money move. We work alongside your accountant as Certified Financial Planners, focusing on tax planning for today and tomorrow to help ensure you never pay more than you have to.
Burning River Advisory Group is here to help you achieve financial independence. Reach out today to find out how we can help.
2237 Crocker Road, Ste 150
Westlake, Ohio 44145
Securities offered thru Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory services offered thru Cambridge Investment Research Advisor, Inc. a Registered Investment Adviser. Cambridge and Burning River Advisory Group are not affiliated. Check out the background of firms and investment professionals on FINRA’s BrokerCheck
This communication is strictly intended for individuals residing in the states of CO, FL, IN, OH, NC, NV, NY, PA, TX, WI, and WV. No offers may be made or accepted from any resident outside the specific states referenced.