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CPAs CATCH THE VISION AND BEGIN TO BRANCHIZE

Powerful demographic changes are reshaping our nation. The CPA profession is being challenged to make changes. It is critically important that all Arizona CPA firms, large or small, stay ahead of the curve. Certified Public Accountants must focus on the future, and define their specialty in the market place.

The Alliance of CPA Financial Services Professionals is focused on the future. CPA Alliance Members conceived, developed and brought the branchize concept to maturity.

This website is designed to share some basic thoughts about branchizing with you. We also invite you to join us, as we continue to embellish this innovative CPA financial services specialty. Sooner or later you will get "b r a n c h i z e d." Why not start sooner than later?

OUR MISSION

The mission of each branchize office is to establish long-term relationships with clients and to provide an independent platform of financial services that are designed to help clients define and achieve their financial goals.

A MULTI - DISCIPLINARY TEAM

To accomplish our mission we have brought together a multi-disciplinary team of mature, seasoned, licensed professionals who are dedicated to provide clients with straight and authoritative answers to the complex problems of wealth accumulation, wealth conservation and wealth transfer.

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

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Inflation Gets Personal
The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

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Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

Are Target-Date Funds Off Target?
Target-date funds are not for everyone, so it's important to gather all the facts.

Patching the Alternative Minimum Tax
The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

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