Ep. #01: From Tax Practice to Financial Planning - Bridget Sullivan Mermel, CFP®, CPA

Practical Wisdom from ACP Financial Advisors

If you're a tax practitioner, you've probably thought about expanding your business to include financial planning. But how do you actually do that, and what should you expect the process to be like? Our guest, Bridget Sullivan Mermel, CFP®, CPA of Sullivan Mermel, Inc., shares her experiences making just this transition: from tax practitioner to fiduciary, fee-only financial planner. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Bridget Sullivan Mermel, please visit www.SullivanMermel.com.