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Let the South Texas Financial Group show you how to effectively reduce your workload by letting our professional team add the following services to your product offerings:

  

​• Tax Law Updates
• Industry Changes
• Qualified Retirement Plans
• Nonqualified Retirement Plans
• Social Security Planning
• Annuities
• ESOPs
• Captive Insurance Companies
• Cost Segregation
• Business Valuation
• Long Term Care
• Business Exit Planning​

• REITs

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In a recent survey by the Sleeter Group, 72% of participants said the reason they left their CPA was because the firm only gave them "reactive services." 

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The CPA Team Based Model allows CPAs to:

  • Reduce the risks that come from referring clients to third parties 

  • Reduce the risk of losing clients

  • Provide more value and increase client satisfaction 

  • Expand the "brain-trust" by working with some of the country’s best specialists

  • Increase organic growth by giving their clients a unique story to tell

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CPA's Client

Today, more than ever before, the “client experience” is a deciding factor for prospective clients. This model has virtually no downsides and numerous upsides for the client, including: 

  • One point of contact for all of their financial needs

  • CPA remains their “quarterback” overseeing the planning process

  • Truly holistic and comprehensive solutions

  • Top-notch results coming from some of the best specialists in the country

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