Prime Capital Investment Advisors

CPA Team Based Model ConsultantI have an extensive background in financial planning, with a specific expertise in working with CPAs.As a CPA Team Based Model Consultant, I help CPAs:• Reduce the risks that come from referring clients to third parties• Reduce the risk of losing clients by being more proactive• Provide more value and increase client satisfaction• Expand their "brain-trust" by working with some of the country's best specialists• Increase organic growth by giving clients a story worth sharing with family and friendsThe economic conditions over the last 5-10 years have created a serious demand for CPAs to become much more proactive and act as the 'trusted business advisor' for their clients. The majority of CPAs aren't able to keep up with these shifting demands in addition to all of the tax law changes. As a CPA Team Based Model Consultant, my team and I can help with this new reality.

Financial Concepts is a reputable financial services firm based in Scottsdale, AZ. They specialize in providing comprehensive financial planning and investment management services to individuals and businesses. With a team of experienced financial advisors, Financial Concepts helps clients navigate complex financial decisions and achieve their long-term financial goals. Their personalized approach and commitment to client success set them apart in the industry. Generated from their business information

Quinn Financial Planning, founded by Timothy Quinn, is a fee-only financial planning firm based in Scottsdale, AZ, dedicated to providing personalized financial advice tailored to individual client needs. With a focus on fiduciary duty, the firm offers a range of services including asset management, retirement planning, and customized tax planning strategies. Timothy Quinn, a Certified Financial Planner with over 32 years of experience, emphasizes a client-centric approach that seeks to understand each client's unique circumstances and goals. By avoiding cookie-cutter solutions, Quinn Financial Planning aims to put clients on the best path for their financial future through comprehensive and disciplined financial management. Generated from the website