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Published byBrenda Parkhurst Modified over 9 years ago
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Introducing CPA PrimePlus Services
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CPA PrimePlus Services is a unique, customized package of services designed to help you maintain your lifestyle and financial independence. For you … For someone you love …
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PrimePlus Brand Overview Brand positioning: –PrimePlus Services is a unique, customized package of lifestyle management services provided by CPAs to clients starting at pre-retirement age. It’s a holistic, integrated service designed to help clients manage their own and their parents’ lifestyle.
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Benefits for Clients Easier for clients to make the connection between traditional services and a new, more global approach to older clients needs Better market acceptance of CPAs offering service – non-threatening approach Longer term planning service very attractive especially in light of recent stock market collapse
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Changing needs as we mature: Income Expenses Investments Health Care Housing We do more so you can do it all.
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- Helping you make the right choices - Living your life the way you like it - Making important decisions: What it’s all about... Where will you live? How will you live? Will you be able to have the lifestyle you want?
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What we can do for you … [ ] Analyzing and monitoring income and expenses [ ] Estate planning [ ] Retirement issues [ ] Structuring and funding trusts [ ] Long-term care [ ] Lifestyle considerations [ ] Evaluating key service providers
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Internet Resources Government Sites –www.census.govwww.census.gov –www.aoa.govwww.aoa.gov –www.medicare.govwww.medicare.gov –www.ssa.govwww.ssa.gov Private Sites –www.elderweb.comwww.elderweb.com –www.careguide.netwww.careguide.net
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Introducing CPA PrimePlus Services
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