Gainesville accounting firm expanding into financial planning

 Rushton is launching a new initiative – Rushton Wealth Management, LLC.

 

Rushton Wealth Management will be a new and separate company from Rushton, but the two will work together as a coordinated team to provide much deeper, comprehensive tax-centric financial planning for their clients, according to a company press release.

 

Perry Barnett, a longtime partner with the Gainesville-based accounting firm, will be involved in leading Rushton Wealth Management.

 

In addition, Dawn Parks, CFP, CLU, will serve as Director of Financial Service. An Athens native, Parks has nearly two decades of financial advisor experience. In addition to serving clients, she also has coached and trained other financial advisors. 

 

According to the release, Rushton Wealth Management will be partnering with 1st Global Capital Corporation, a broker-dealer that provides exclusive support to CPA, tax and estate planning firms in the wealth management industry. Through 1st Global, clients will have access to a vast array of financial products ranging from securities to life insurance.

 

“Since 1981, our accounting firm has been proud to serve a wide breadth of local, regional and international clients with accounting, tax planning and business counsel,” Barnett said. “However, as we have grown in size along with our clients, we have witnessed an increasingly pressing need to fill gaps in their financial planning needs. With Rushton Wealth Management, we look forward to closing the circle in helping our client partners plan for a more secure future.”

 

Rushton Wealth Management’s specialized services will include: 

 

• Financial planning

• Investment planning

• Retirement planning

• Education investment planning

• Cash flow analysis

• Accumulation strategies

• Risk planning (such as life insurance, long-term care insurance, and disability insurance)