In this video, Roger Bair, MSF, CFP®, AIFA® and Madison Bennett, CFP®, CFT-1™ provide insight…
10 Reasons Why a Comprehensive Personal Wealth and Tax Advisor Can Save You More Than a Tax Preparer
Drew Tignanelli, CPA, CFP® and Bob Boehner, CPA, CFP® discuss 10 reasons why your personal financial advisor should also be the person who prepares your taxes.