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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.

Loan Payoff
How much will it cost to pay off a loan over its lifetime?

Home Affordability
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.

More Calculators>>>

Working for Social Security
There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

Good Care Begins Early
Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Celebrate Life and the Benefits of Insuring It
In addition to the protection it can bring, life insurance can also offer some tax benefits.

Insurance for Your Whole Life
If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

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