FREQUENTLY ASKED QUESTIONS
Why should I work with a CPA Financial Planner?
CPAs are the only regulated financial planners. They are licensed and rigorously trained, and follow stringent ethical standards, acting always in your best interest. CPA professionals apply these strengths to your financial future -- objectively evaluating everything from retirement plans and educational funding to tax and estate planning. All with the highest level of integrity.
Is my money safe?
I have accounts in lots of different places, can you help me get organized?
What is a Fiduciary and why does it matter to me?
Where are you located?
We are located in downtown Boca Raton, Florida and we have a branch office in West Palm Beach, Florida.
Do you work with clients outside of South Florida?
How do I setup an initial consulation?
You can fill out our contact form here or you can call our office at 561-391-4477.
What do your designations mean? CPA/PFS and CFP®
See pages 8-9 of our Form ADV Part IIB-Brochure Supplement for descriptions of our designations and corresponding education and renewal requirements.
How do you get paid?
Investment Advisory Professionals, LLC is a fee-only financial planning and investment advisory firm, which means our only compensation comes from fees we receive from you.
What value does your CPA knowledge bring to my situation?
As trusted advisors to investors and taxpayers, CPAs develop a level of knowledge in an expansive list of important topics. We get deeply involved with clients and can lend a well-rounded opinion to most financial and planning situations.