Introducing CPA Prime Plus Services CPA Prime Plus
![What we can do for you … [ ] Analyzing and monitoring income and](https://slidetodoc.com/presentation_image_h2/a164245eefcfccf85ee6a3bff991cecd/image-7.jpg "What we can do for you … [ ] Analyzing and monitoring income and")
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Introducing CPA Prime. Plus Services
CPA Prime. Plus Services is a unique, customized package of services designed to help you maintain your lifestyle and financial independence. • For you … • For someone you love …
Prime. Plus Brand Overview • Brand positioning: – Prime. Plus Services is a unique, customized package of lifestyle management services provided by CPAs to clients starting at pre-retirement age. It’s a holistic, integrated service designed to help clients manage their own and their parents’ lifestyle.
Benefits for Clients • Easier for clients to make the connection between traditional services and a new, more global approach to older clients needs • Better market acceptance of CPAs offering service – non-threatening approach • Longer term planning service very attractive especially in light of recent stock market collapse
We do more so you can do it all. Changing needs as we mature: Income Expenses Investments Health Care Housing
What it’s all about. . . - Helping you make the right choices - Living your life the way you like it - Making important decisions: Where will you live? How will you live? Will you be able to have the lifestyle you want?
What we can do for you … [ ] Analyzing and monitoring income and expenses [ ] Estate planning [ ] Retirement issues [ ] Structuring and funding trusts [ ] Long-term care [ ] Lifestyle considerations [ ] Evaluating key service providers
Internet Resources • Government Sites – www. census. gov – www. aoa. gov – www. medicare. gov – www. ssa. gov • Private Sites – www. elderweb. com – www. careguide. net
Introducing CPA Prime. Plus Services
