Introducing

CPA PrimePlus

Services

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

Introducing

CPA PrimePlus

Services