Some people prefer to have a local CPA who they can meet with from time to time. In this day and age, however, technology allows for all types of virtual meetings. So it really matters less where the pro is located and it matters more what the experience and competence level is.
Many CPA firms have in-house financial planners. Those who don’t might be able to refer to one that they work closely with to help their mutual clients reach their goals.
@Mike Castellow You're spot on in all the points that you raise. All the components of your financial strategy are intertwined, but the challenge is finding an integrated way to approach them. Financial professionals tend to specialize in specific segments of financial strategy - and the results for clients is a fragmented overall approach.
I agree with @Daniel Hyman that while there is some benefit to having a financial advisors that are local, that benefit has been greatly eroded with advances in the way business is done. Whether or not you use someone local, your CPA's and financial advisor's scope should definitely be national.
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