Parkmont Wealth Advisors

Question posed to CPAs: "How many of your clients seem to make wise financial decisions that are optimized for their benefit?" When it comes to social security planning, estate planning and account/asset designations, wise investment decisions with an emphasis on minimizing fees, taxes, and other expenses, people could use a lot of help.

We are here to help, as independent fiduciary advisors, we are legally bound to provide unbiased information that is in your best interests! Question to plan participants, savers, employees alike, "Does your employer wisely invest in your future by providing education workshops on Health & Wealth to minimize sick/absentee days and enhance your long-term financial well-being?"