Big 4 CPA Partners
Finding the time to ensure that a long-term strategic investment strategy is being built while staying in compliance with the firm's independence rules is a daunting task.
Brightworth has a unique process to take care of this for you, which includes ongoing direct investment screening and detailed reporting and communication. Our understanding of your firm’s compensation packages allow us to create a custom strategy that integrates your complex benefits to meet your long-term goals.
- How do I know my hard-earned investments are being professionally managed in compliance with my firms independence rules?
- Are my benefits, compensation, profit distributions and deferral opportunities integrated appropriately to help me reach my financial goals?