WHY WE EXIST

MISSION STATEMENT

The All-Star Financial Group (ASFG) is a national membership association of Certified Public Accountant (CPA) financial planners offering resources for our members enabling them to deliver preeminent personal financial planning services and to enhance the exchange of technical knowledge and resources in order to enable members to provide the broad range of complex services their clients require.

PRIMARY OBJECTIVE

To cultivate and grow an association of skilled and motivated CPA, financial planners and investment managers to exchange knowledge among members, promote teamwork and leverage their combined expertise for the purpose of providing a broad range of complex services needed by clients.  ASFG members regularly share their special areas of expertise and knowledge with other members and, when appropriate, members will refer business to other ASFG members for special expertise in certain areas.

MEETINGS

The ASFG meets twice a year; once in January before the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning conference and usually mid-year.  Locations of meetings vary.  Smaller groups of ASFG members will often meet at other times throughout the year.  Phone conferences emails and an ASFG LinkedIn group are also used frequently as another means of members staying in regular contact with each other.