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re: Financial advisors?
Posted on 7/16/12 at 4:00 pm to Poodlebrain
Posted on 7/16/12 at 4:00 pm to Poodlebrain
I think the CPA is an important part of the process especially when it comes to financial planning.
But as you noted Poodle financial plans and investments are two different animals. I don't think anyone can act as a CPA and investment advisor and really be great at both. Just not enough hours in the day.
Kind of falls into the "Jack of all trades, master of none" approach.
When it comes to qualified plans I do believe a large portion of the CPA community is lacking in general knowledge as to what is best to achieve a client's goals.
But as you noted Poodle financial plans and investments are two different animals. I don't think anyone can act as a CPA and investment advisor and really be great at both. Just not enough hours in the day.
Kind of falls into the "Jack of all trades, master of none" approach.
When it comes to qualified plans I do believe a large portion of the CPA community is lacking in general knowledge as to what is best to achieve a client's goals.
1
Posted on 7/16/12 at 4:58 pm to Maderan
quote:Please see my response in this thread. LINK My opinion is almost exactly the same as yours, just posted 2 hours earlier. So, I'm not just agreeing with you for convenience sake.
think the CPA is an important part of the process especially when it comes to financial planning.
But as you noted Poodle financial plans and investments are two different animals. I don't think anyone can act as a CPA and investment advisor and really be great at both. Just not enough hours in the day.
Kind of falls into the "Jack of all trades, master of none" approach.
When it comes to qualified plans I do believe a large portion of the CPA community is lacking in general knowledge as to what is best to achieve a client's goals.
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