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CPA PrimePlus Services is a unique, customized package
of services designed to help you maintain your lifestyle and
financial independence.
• For you …
• For someone you love …
PrimePlus Brand Overview
• Brand positioning:– PrimePlus Services is a unique,
customized package of lifestyle management services provided by CPAs to clients starting at pre-retirement age. It’s a holistic, integrated service designed to help clients manage their own and their parents’ lifestyle.
Benefits for Clients
• Easier for clients to make the connection between traditional services and a new, more global approach to older clients needs
• Better market acceptance of CPAs offering service – non-threatening approach
• Longer term planning service very attractive especially in light of recent stock market collapse
Changing needs as we mature:
Income
Expenses
Investments
Health Care
Housing
We do more
so you can do it all.
- Helping you make the right choices
- Living your life the way you like it
- Making important decisions:
What it’s all about ...
Where will you live?
How will you live?
Will you be able to have the lifestyle you want?
What we can do for you …
[ ] Analyzing and monitoring income and expenses
[ ] Estate planning
[ ] Retirement issues
[ ] Structuring and funding trusts
[ ] Long-term care
[ ] Lifestyle considerations
[ ] Evaluating key service providers
Internet Resources
• Government Sites– www.census.gov– www.aoa.gov– www.medicare.gov– www.ssa.gov
• Private Sites– www.elderweb.com– www.careguide.net