PBC helps CPAs integrate financial planning and investment advising successfully into their practices. We partner with independent CPAs, planners, and financial services firms in strategic planning, and use our expertise to assist them to establish and build financial planning/investment advisory practices or structured alliances. The firm is an expert in dealing with financial planning issues involving CPAs. PBC also consults with financial service firms about entering into relationships with CPA firms.
We provide consulting, training, and marketing services. We also offer products to suit firms’ training and marketing needs.
And we leverage our existing relationships with proven leaders in the field to offer our clients the best opportunities for growth.
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