Professional Service Providers

 

Professional Services

At Brightworth we have extensive experience working with professional service providers in and around Atlanta, including attorneys, physicians, and Big 4 CPA partners. Our understanding of compensation, profit distribution, deferral opportunities, tax laws, and asset protection allows us to create a custom strategy to meet your long-term goals. Brightworth’s specialized processes uniquely positions us to work within your busy schedule to simplify your financial decision making on areas such as:

  • How should I structure my cash flow to balance ongoing living expenses, taxes and savings?
  • How much do I need to save outside my company plans now to capitalize on the practice I have built and make sure my lifestyle is protected when I retire?
  • Are my benefits, compensation, profit distributions and deferral opportunities integrated appropriately to help me reach my financial goals?
  • Are my hard-earned investments being professionally managed and monitored?
  • How do I position and monetize my practice optimally for transition?

Our Expert Advisors

Tom Presley
Tom Presley, CPA, CFP®, PFS
Partner | Wealth Advisor

Tom's public accounting background coupled with his attention to detail and his desire to help others allows him to provide clients with a clear financial understanding at the highest level of service.

Charlie Jordan, CPA, CFP®
Charlie Jordan, CPA, CFP®, CeFT®
Partner | Lead Advisor

Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.

Dave Polstra, CPA, CFP®, CIMA®
Dave Polstra, CPA, CFP®, CIMA®
Partner | Co-Founder | Wealth Advisor

Dave's more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field.