Because today’s increasingly complex world requires a holistic approach to financial planning, PareShah Partners works hard to create long-term mutually beneficial relationships with CPAs. In addition to supporting your professional growth through Continuing Professional Education seminars, we’re here to help you meet the broader financial needs of your clients.
For your business-owner clients, we help you access 401(k) and other qualified employee retirement savings plans, as well as employee stock ownership plans and captive insurance plans. We help you address succession-planning needs with buy-sell agreements, key-producer life insurance and disability insurance.
For your high-net-worth clients, we help you access innovative tax-advantaged estate planning solutions designed to create multi-generational wealth and leave impactful and lasting legacies.
For families, we help you access life, disability and long-term care insurance, as well as 529 Plans and other college-savings solutions.
Bridging the Confidence Gap