Broker Check

How We Work With CPAs

Financial Advisors and CPAs are complementary professions who both play a part in overall financial planning.

Through our affiliation with National Life Group® and their CPA Advantage® program, we offer an opportunity that we believe allows CPAs to create and deliver more value to their clients. 

We believe that by partnering our services, we can help CPAs broaden the scope of services they offer and provide their clients with advanced planning strategies and solutions.

Establishing the right relationship can be a win-win for both parties. 

The best way to learn about this opportunity is to attend our CPA Symposium with us.

There you will discover an innovative approach to helping clients meet their financial goals and objectives.

The Symposium is held twice a year in June and November in Las Vegas and is designed for CPAs to earn 14 CPE credits.

If you are a CPA, please contact us to learn more about how you can be our guest and join us at the next Symposium.

815-455-5292  [email protected]