CPA/PFS Marketing Toolkit: Advertisements
Tell clients and prospects about the value of working with a CPA/PFS financial planner like you by using these graphics designed for print and social media platforms like Facebook, LinkedIn and Instagram. Download the social media graphics below and then add a personal touch to your post such as: I can give you a lifetime of sound financial planning advice. Look at your big picture with me, a CPA/PFS financial planner.
*Note: square images are designed for use on Instagram.
Tax Planning
It takes just one tax mistake to spoil
a lifetime of planning.
Contact a CPA/PFS to start planning your taxes.
Retirement Planning
Your retirement wish list shouldn’t
remain a wish list.
Contact a CPA/PFS to start discussing your retirement plan.
Estate Planning
All you’ve built should go to
those you’ve built it for.
Contact a CPA/PFS to start planning your estate.
Investment Planning
The money you worked for
should work for you.
Contact a CPA/PFS to start planning your investments.
Risk Management Planning
Preparing for the unknown isn’t easy.
Contact a CPA/PFS to start preparing for all life has in store.
