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Our main goal at CWA is for our clients to accumulate enough wealth to satisfy their financial goals, to preserve that wealth during their retirement years, and to create a legacy by perpetuating their wealth to family and charities of their choice. Unlike many financial planning firms, all of our planners are CPAs that have the tax knowledge needed to assist their clients in accumulating wealth in a tax efficient manner.

We also believe in two concepts that truly separate us from most other firms:

COMPREHENSIVE PLANNING – the key to success

In our experience, the key to long-term success is the realization that all aspects of your financial life work together – to either help you achieve your long-term goals, or to hinder your progress. The choice is yours.

Because of this, all of our planners are skilled in looking at the entire picture, including the dental practice and the opportunities that it may hold. Receiving the best advice on business finances can dramatically increase a dentist’s cash flow, lifestyle, wealth accumulation, practice success, stress reduction, and overall financial well-being.

Think of it like this: over the course of your financial lifecycle, you accumulate multiple advisors (team members) in all areas of your financial endeavors. These advisors may include: (1) accountants; (2) investment professionals; (3) insurance agents; (4) attorneys; (5) bankers; (6) practice management consultants; and (7) friends, family, and others.

These advisors generally only know one particular aspect of your life and more than likely are not communicating with your other team members. This leaves the responsibility on you to understand the direction you are going and to “make it happen” in a coordinated way.

It is critical to develop a team of advisors who work both independently and towards the common goal of helping you achieve financial freedom. Our goal at CWA is to help you understand where you are going and assist in independently managing this team by providing unbiased advice.

COMMUNITY – the power of “one”

Over the years we have talked about the collective power we can all have by pooling our resources. We believe this today more than ever. By pooling our buying power, investment assets, knowledge, and energy we believe that our clients will be better off in the long-run.