Partnerships

Master Elite IRA Advisor Group

For over ten years, Skip Santori maintained membership in one of the nation’s most exclusive group of financial advisors — Ed Slott’s Master Elite IRA Advisor Group. The group is comprised of financial advisors dedicated to effectively managing the distribution of assets from Individual Retirement Accounts (IRAs).

Ed SlottEd Slott, CPA, is nationally recognized as an unparalleled expert on all issues relating to retirement accounts, specifically IRAs, and is cited as “The Best”source for IRA advice byThe Wall Street Journal.Slott’s latest book is Stay Rich for Life — Growing and Protecting Your Money in Turbulent Times. He also has a television special running on PBS entitled “Ed Slott’s Stay Rich for Life!” Slott’s website, www.irahelp.com, is visited by thousands of financial advisors each month.

To become a member of the elite group, a financial advisor must demonstrate strength in understanding the complicated issues related to taking distributions from retirement accounts as well as a professional commitment to providing the best possible advice to clients. This group is personally trained by Slott and his team of IRA experts. Training involves multiple live sessions as well as on-going instruction throughout the year.

If you are interested in learning more about Santori & Peters, Inc.’s relationship with Ed Slott or have any questions, please complete our form or give us a call.

 

Certified Public Accounting Firms

We help Certified Public Accounting Firms retain existing clients and attract new clients by offering unique services that will strengthen client relationships and ultimately increase business.

At Santori & Peters, Inc., we partner with select CPA Firms to maximize, manage and protect wealth. As part of our professional advisory team, we enable you, the CPA Firm, to view your client’s comprehensive financial picture at a glance and enhance your financial service through a collaborative approach. Together we can organize the multiple issues that families face, while educating and extending seamless, end-to-end solutions to clients.

Our alliance also gets your questions answered by Ed Slott, named “The Best” source for IRA advice by The Wall Street Journal and called “America’s IRA Expert” by Mutual Funds Magazine. This is a new, reliable and valuable service we offer that will save you time, effort and money while getting your questions answered by an industry expert.

 

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