The recent surge in the number and type of "financial planners" represents an attempt to circumvent established means for qualifying professionals to provide fiduciary recommendations to both individuals and businesses. The truth is that most financial planners are glorified salespersons who are geared to selling insurance policies, bonds, mutual funds, IRA-plans and various types of loans to their clients. These financial planners generate income based on the commissions they earn from their clients, and can offer little in the way of advice or expertise outside the boundaries of their products available for sale.
At Garbelman Winslow CPAs we understand that effective financial planning involves both an independent examination of your income and expenses, establishing a direction for the future, and developing a plan to make that future a reality. We sell no financial products, but offer an unbiased opinion as to the best services available in the marketplace.
A strong financial plan, either for yourself or your business, requires someone who is both qualified and independent.
The Certified Public Accountants at Garbelman Winslow CPAs are uniquely qualified to address all your financial concerns, and offer effective, tried-and-true strategies to helping you to achieve your financial goals. In addition to being a skilled financial expert, only a CPA is qualified to address the complex tax implications of your financial choices.
The reality is that Garbelman Winslow CPAs is a single source of financial consulting information. We understand all the aspects of financial planning and tax while remaining independent from specific products. You can do no better at any price.