Most accountants spend the majority of their time with clients on tax matters, consulting, and sophisticated financial services. Out of those relationships spring many opportunities for investment products and services like municipals, annuities, and other tax-advantaged investments. The client could be turned over to an outside resource, but at that point the CPA loses control of the relationship and is often unsure of exactly what type of service his client will receive. He could do it himself, but most CPAs do not have the time or inclination to get and maintain the appropriate licensure, let alone stay abreast of all the potential investment alternatives.

That's where USAdvisors Network can help. We can recruit and train licensed investment professionals who can be part of your professional practice and create an investment program that is subject to your professional constraints and design.

Such a program can not only help your clients, but will enhance their loyalty and improve your practice’s overall profitability.