CPAssist

Finally there is a way for CPA’s to confidently help their clients with needed risk management and investment* products and advice. It’s called CPAssist and is designed to allow the clients of CPA’s access to high quality insurance and financial services* products and advice in a structured and CPA supervised environment. Easy to manage and flexible in its implementation, CPAssist brings to the table the resources of one of North County’s most respected and experienced financial services professionals.

Tom S. Knight, MBA, President of Pacific Standard Insurance Services, Inc., brings over 30 years of experience in the design, implementation and administration of personal and business risk management and investment programs*. Mr. Knight holds California insurance and real estate licenses and non-resident licenses in many states. He is also a registered representative with the NASD.

Recognizing the personal and confidential nature of the CPA/Client relationship, CPAssist guarantees the strictest of confidentiality and provides for ongoing progress updates from start to finish.

Our experience and expertise speaks for itself

why not let it speak for you!

CPA’s call (760) 294-1017

Securities offered through Lincoln Financial Securities Corporation, Member SIPC to residents of California and Florida. Lincoln Financial Securities Corporation and its representatives do not offer tax or legal advice. You should consult your individual tax or legal professional regarding your individual circumstances. Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent. Lincoln Financial Securities and Pacific Standard Insurance are not affiliated. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation.