Devon Financial Partners l Plan, Protect, Prosper l http://www.devon-financial.com

744 W. Lancaster Avenue . Suite 235 . Wayne . PA 19087 I Phone: 610.293.8300 I Fax: 610.293.8399

Introduction

Today, the accounting profession is at a crossroads. As giant non-attest firms grow ever larger, many CPAs are deciding whether they should try to “fight them or join them.” But you have a strategically smart third choice: Outsmart them and compete with them while staying independent.

Fortunately, your service capabilities can expand significantly through a strategic alliance with another independent firm – one that specializes in insurance, annuities, investments and asset management. Many states now allow properly-licensed CPAs to participate in commissions from insurance, securities or both.

DFP has a reputation for excellence in individual and business financial services for more than 50 years, and can effectively act as your “backroom financial planning department”.

Is the time right to ….

Expand your financial services and revenues?

Maintain control of your client relationships and professional integrity?

Keep your independence while competing against larger CPA firms that are moving into your market?

We provide these materials to answer questions and explain how to integrate a financial planning service within your existing CPA practice. We will meet with you to develop a business plan -- tailored to your preferences and needs -- that can allow you to offer other financial services to your client base and increase your income.

Our Representatives and resources are available as a “backroom” planning department for your practice. You choose the level of involvement and exposure of our firm to your clients. Some CPAs prefer to have us completely out of their clients’ awareness, while the CPA is trained to present product solutions and financial strategies. Others prefer to call in our Representatives as needed to work directly with clients. Still other CPAs prefer to operate somewhere in between. Our firm will work in whatever level of service you feel comfortable.

Accountant's Resource Center:

CPA Opportunity Development

Financial Representative of The Guardian Life Insurance Company of America, New York, NY. The Information on this site is intended for the residents of Connecticut (CT), Delaware (DE), Florida (FL), Massachusetts (MA), New Jersey (NJ), New York (NY), and Pennsylvania (PA). The financial representatives of Devon Financial Associates LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Colleen Marzella at 610-293-8320.

Securities products and services are offered through Registered Representatives of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004, 1-888-600-4667. Devon Financial Associates, LLC is not an affiliate or subsidiary of PAS.

PAS is a member FINRA & SIPC. (www.finra.org)

Registered Representatives are securities licensed in Connecticut (CT), Delaware (DE),Florida (FL), Massachusetts (MA), New Jersey (NJ), New York (NY), and Pennsylvania (PA) and is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.

Individual health insurance products or services are not offered by Guardian. Property and Casualty insurance products or services are not offered by Guardian.

The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. © Copyright 2005-2011, The Guardian Life Insurance Company of America.

Links to other sites are for your convenience in locating related information and services. This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. Although this Agency, Guardian and PAS believe that the information from these organizations is reliable, we cannot guarantee its completeness or suitability for any purpose. Accordingly, this Agency, Guardian and PAS expressly disclaim any responsibility for the content, the accuracy of the information or the quality of products or services provided by the organizations that maintain these sites. This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.

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