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Paul Kahlon Review of Cain Watters & Associates
CWA is the best.
CWA is the best.
We have been with our planner Keith Klein for 9 years now. We actually joined CWA prior to starting our first dental practice. Keith and his team have helped us grow to 3 pediatric and 2 orthodontic clinics with a business support center. All while growing our retirement nest and decreasing our debt load. I feel CWA excels at understanding that it's not all about "paying less taxes." All aspects of one's personal and business finances (assets, liabilites, cash) should be in balance with both long and short term perspectives.
If you just want to 'pay less taxes' or 'pay the least accounting fees possible,' CWA is not for you. If you want the best financial, investment, tax, and growth planning, you can't beat CWA.
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