CPA's

As they have become increasingly involved with information technologies and initiatives over the last decade, accountants and other financial professionals have shifted from being background statisticians to corporate strategists and are relied upon more to provide big-picture thinking and business forecasting.

  Do you need a financial planner or advisor? The answer is a resounding maybe. Everyone's situation is different, but there are stages in life when it could be beneficial to have a professional help you with your finances. Then you have to do your homework, learn how planners make their money, how they are regulated, and what all those letters after their names -CPA, CFP, CLU, or CFA - mean.