What distinguishes the National Network of Accountants financial plans from those prepared by American Express, Merrill Lynch, and other investment and insurance firms?
The planning done by the National Network of Accountants is accomplished through the use of a proprietary software package developed and maintained in-house. The financial plans prepared with the accountant through the National Network of Accountants are not available to anyone else. This software is designed specifically for accounting professionals; insurance and/or investment personnel do not have this package available to them. The AICPA has long supported the theme that all financial planners are not created equal. Through the use of this proprietary software package, accountants can successfully separate themselves from all non-accounting competitors.
Related Questions
- What distinguishes the National Network of Accountants financial plans from those prepared by American Express, Merrill Lynch, and other investment and insurance firms?
- Can the National Network of Accountants help accountants implement the financial planning recommendations for each financial plan?
- What does the National Network of Accountants charge for a financial plan?
