Wondering about your next move?

The CPA Preferred Partnership Program was designed for the independent minded CPA who wants to earn additional revenue from thier client base by selling extended financial services. It is a fact that many CPA's are uncomfortable in playing the role of a financial advisor outside of accounting or tax questions. We have a solution to your problem.

You can partner with a Dortch Securities & Investments, Inc. (DSI) financial advisor and reap the benefits of having a knowlegable person work with your clients. Are you an expert in portfolio managment, insurance, and retirement plans? You can sit back and enjoy extra revenue and while our highly professional advisors do the rest.

DSI advisers that participate in the CPA Preferred Partnership Program are screened by an ethics committee before being allowed to join, and business that is submitted is reviewed by an investments committtee. You can also elect to see the advisors recommendations in advance of the client getting them - this way you are always in the loop. We believe in quaility assurance!

We will license you at NO COST if you are not already licensed.

INQUIRE TODAY AT (800) 793-9979 OR EMAIL CPA Preferred Partnership