February 27, 2018
I recently wrote an article entitled, “Talk about how to address it today…“ for the February, 2018, Journal of Accountancy publication. In the article, I discuss how being a CPA as well a Financial Planner, are a natural fit.
As a CPA and financial planner located in Upstate New York, I work with many small business owners and hardworking people. They don’t get approached by many financial planners because they don’t have a lot of money. However, they’re quite an accepting audience — they haven’t had people talk to them about subjects like tax, retirement, estate, risk management, and investment planning. They have fewer zeroes, but they still have the same concerns about their personal finances.
I think the life planning side of retirement planning is the exciting part. Sometimes you ask a couple what retirement looks like, and they say opposite things — one wants to travel, and the other wants to relax on the beach — and they realize they’ve never discussed it. It’s important to bring up topics like unforeseen illness and disability when everyone is healthy and clear-minded. When you’re first meeting your clients, that’s the time to talk about those things.
The following is a link to my entire article: https://www.journalofaccountancy.com/issues/2018/feb/ted-sarenski-cpa-pfs.html
I hope you enjoy reading my thoughts and approach to financial planning. If you have any questions, please contact me directly via e-mail (firstname.lastname@example.org).
All my best,
CPA/PFS, CFP™, AEP
Chief Executive Officer & President