CWOs for Hire
Financial ServicesUnited States2-10 Employees
People come to us frustrated because they are not getting the planning help they deserve. Many already work with an advisor and/or an accountant, but aren't receiving all the help they need and deserve. We often hear: "our advisor helps with insurance and investments, but doesn't provide advice beyond that", or "our accountant does our tax return, but that's it", or "our advisor only calls if they have something to sell". You deserve better than that! We will take you from being frustrated about not getting enough help to being confident about what your future holds. We are CPA owned and operated, and 100% fiduciary. We take the time to answer your questions and explain the solutions that will help you thrive. Give us a call. We'd love to learn more about you and answer any questions you have about how to make your financial plan successful long-term.
1-888-653-2347 
support@leadiq.com 
