Why use a CPA/PFS — Personal Financial Specialist?

CPA’s have been trusted and competent financial professionals for more than 100 years, helping individuals thrive in an increasingly complex financial environment.

The hallmarks of this profession include education, experience and ethics. This means you receive competent advice. The Personal Financial Specialist (PFS) enhances the CPA’s credibility in providing knowledge, skills and planning techniques required to offer comprehensive personal financial planning advice. In a nutshell, CPA’s who provide personal financial planning services are able to combine their financial savvy and professional integrity in developing the creative planning strategies you need for financial peace of mind. Master, Sidlow & Associates can assist you in designing a road map for your future by preparing your Comprehensive Financial Plan.