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ASFG MISSION STATEMENT
The All-Star Financial Group, LLC is a national membership association of CPA financial planners created to supply resources for members to provide preeminent personal financial planning services to their clients and to enhance the exchange of technical knowledge and resources in order to enable the members to provide the broad range of complex services their clients require.
ASFG 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 their 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.
ASFG MEETINGS
All members of the ASFG meet twice a year; once in January before the 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 and email are also used frequently as another means of members staying in regular contact with each other.
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