What is the CPA/PFS Credential?

All financial planners are not created equal. The AICPA's Personal Financial Specialist (PFS™) credential is granted exclusively to CPAs with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This knowledge is critical for obtaining the most valuable, objective advice possible. All areas of personal financial planning - including estate, retirement, investments and insurance - have tax implications, and only CPA/PFS professionals have the experience, ethics and expertise to get the job done right.

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Make a Plan for the Future

Turn to us for personal financial planning services in Morton, PA and Denver or Loveland, CO

Are you planning for your retirement? Or maybe you need to budget your monthly income? The team at Morley Consulting, LLC is here to help. We offer personal financial planning services for customers in Morton, PA and Denver and Loveland, CO. Once we review your finances, we'll create a custom plan of action that aligns with your future goals.

You can rely on us for professional and quality financial advice. Learn more about our financing services by getting in touch with a member of our team today.

See how we can help you

Getting your finances in order can be a confusing process. That's why you should turn to the professionals for help. We can help you organize all of your finances, including:

  • Estate
  • Retirement
  • Investments and Insurance

    Set up your long-term goals by contacting Morley Consulting, LLC. Reach out to us now to schedule a consultation.