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Cain, Watters & Associates, P.L.L.C. (CWA) is a CPA firm providing comprehensive financial planning, accounting and tax services to over 1,300 in 49 states. CWA is registered with the Securities and Exchange Commission as an investment advisor. We view ourselves as a community of individuals dedicated to the accumulation, preservation and perpetuation of wealth. We provide a complete range of services designed to address both personal and professional financial concerns, including:
- Retirement planning
- Cash flow and debt evaluation
- Insurance review and recommendations
- Tax planning, including review of various tax strategies
- Dental Practice Review
- Investment recommendations, including asset allocation strategies
- Pension plan review and design recommendations
- Dental practice transitions
- Full service accounting and tax preparation
- Estate planning, including review of current documents and advice on estate planning strategies
Since we are a “fee only” based firm; our only compensation comes from our clients – we receive no commissions based on our recommendations. This helps insure that our interests are closely aligned with our clients.
