Advisors for Life: Introduction
A few short months ago, we underwent a rebrand that enhanced our culture from the inside out. And although we’ve changed a good deal, our mission remains intact: To earn the privilege of being our client’s most trusted advisor by helping to achieve success through proactive delivery solutions.
Now how do we actually fill the role of trusted advisor? We assist our clients with all the big decisions in their lives. That’s why we’ve branded ourselves as “a lifetime firm.”
It’s not always a comfortable truth to admit, but money matters at most of life’s major milestones. And whether you’re buying a car or considering opening a business of your own, you could certainly benefit from consulting with a financial advisor beforehand.
This might come as a surprise, but CPAs like the ones at Broussard Poché, LLP are available outside of their busy seasons. It’s our duty to help you make thoughtful, sound financial decisions. So for the next few weeks, we’re going to help you better understand how significant life experiences can use an accountant’s guidance.
So check back next Monday for the first blog post in our short series called “Advisors for Life.”