What We Do
We believe sound Financial Planning should be based on 7 Financial Disciplines.
This maxim is certainly true regarding finances – “If you fail to plan, then you plan to fail.”
- Do you plan to transfer your assets after you die? Do you establish appropriate documents to protect your assets? Do you implement strategies to reduce your tax burden?
- Do you secure your family income with affordable policies? Do you save a portion of your income for expected and unexpected expenses? Do you spend below your means to intentionally spend for your dreams?
- Do you plan for a long-term retirement? Do you manage your retirement risks? Do you preserve your capital to outperform you?
These questions and many more are addressed at Access Financial Group with a comprehensive Financial Planning approach.
[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”3.19.4″][et_pb_row custom_padding=”0|0px|11.6042px|0px|false|false” _builder_version=”3.19.6″][et_pb_column type=”1_2″ _builder_version=”3.19.4″ parallax=”off” parallax_method=”on”][et_pb_accordion _builder_version=”3.19.6″][et_pb_accordion_item title=”Comprehensive Financial Planning” open=”on” _builder_version=”3.19.6″ title_text_shadow_horizontal_length=”0em” title_text_shadow_vertical_length=”0em” title_text_shadow_blur_strength=”0em” body_text_shadow_horizontal_length=”0em” body_text_shadow_vertical_length=”0em” body_text_shadow_blur_strength=”0em” text_orientation=”justified”]Comprehensive Financial Planning allows you to determine where you are now financially, and where you need to be in the days ahead.
[/et_pb_accordion_item][et_pb_accordion_item title=”Estate Planning” open=”off” _builder_version=”3.19.6″ title_text_shadow_horizontal_length=”0em” title_text_shadow_vertical_length=”0em” title_text_shadow_blur_strength=”0em” body_text_shadow_horizontal_length=”0em” body_text_shadow_vertical_length=”0em” body_text_shadow_blur_strength=”0em” text_orientation=”justified”]Estate Planning is the creation of a definitive plan that manages your wealth while you are alive, and details the appropriate distribution of your assets after your death.
[/et_pb_accordion_item][et_pb_accordion_item title=”Risk Management” open=”off” _builder_version=”3.19.6″ title_text_shadow_horizontal_length=”0em” title_text_shadow_vertical_length=”0em” title_text_shadow_blur_strength=”0em” body_text_shadow_horizontal_length=”0em” body_text_shadow_vertical_length=”0em” body_text_shadow_blur_strength=”0em” text_orientation=”justified”]Risk Management is a sound financial plan that includes protection from the risk of potential financial devastation, and focuses on the primary concerns of Estate Preservation and Income Replacement.
[/et_pb_accordion_item][et_pb_accordion_item title=”Cash Management” open=”off” _builder_version=”3.19.6″ title_text_shadow_horizontal_length=”0em” title_text_shadow_vertical_length=”0em” title_text_shadow_blur_strength=”0em” body_text_shadow_horizontal_length=”0em” body_text_shadow_vertical_length=”0em” body_text_shadow_blur_strength=”0em” text_orientation=”justified”]Cash Management provides a sensible financial plan.
[/et_pb_accordion_item][et_pb_accordion_item title=”Retirement Planning” open=”off” _builder_version=”3.19.6″ title_text_shadow_horizontal_length=”0em” title_text_shadow_vertical_length=”0em” title_text_shadow_blur_strength=”0em” body_text_shadow_horizontal_length=”0em” body_text_shadow_vertical_length=”0em” body_text_shadow_blur_strength=”0em” text_orientation=”justified”]Retirement Planning incorporates three distinct, disciplined, and systematic phases.
[/et_pb_accordion_item][et_pb_accordion_item title=”Tax Strategies” open=”off” _builder_version=”3.19.6″ title_text_shadow_horizontal_length=”0em” title_text_shadow_vertical_length=”0em” title_text_shadow_blur_strength=”0em” body_text_shadow_horizontal_length=”0em” body_text_shadow_vertical_length=”0em” body_text_shadow_blur_strength=”0em” text_orientation=”justified”]The taxation of various investment products can have significant impact on your accounts net benefit.
[/et_pb_accordion_item][et_pb_accordion_item title=”Asset Allocation” open=”off” _builder_version=”3.19.6″ title_text_shadow_horizontal_length=”0em” title_text_shadow_vertical_length=”0em” title_text_shadow_blur_strength=”0em” body_text_shadow_horizontal_length=”0em” body_text_shadow_vertical_length=”0em” body_text_shadow_blur_strength=”0em” text_orientation=”justified”]Asset Allocation is the selective placement of your investable resources into goal-focused investments. AFG will assist you in your selections and tailor your investment strategies around your objectives.
[/et_pb_accordion_item][et_pb_accordion_item title=”Access Financial Planning Tools” open=”off” _builder_version=”3.19.6″ title_text_shadow_horizontal_length=”0em” title_text_shadow_vertical_length=”0em” title_text_shadow_blur_strength=”0em” body_text_shadow_horizontal_length=”0em” body_text_shadow_vertical_length=”0em” body_text_shadow_blur_strength=”0em” text_orientation=”justified”]Revocable Living Trust, Living Will, Advance Directive, Power of Attorney, Term Life Insurance, IRA (Rollover, ROTH, Traditional) Money Market, Stocks, Bonds, Mutual Funds, ETF, Annuity, 529 Plans
[/et_pb_accordion_item][/et_pb_accordion][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.19.4″ parallax=”off” parallax_method=”on”][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ module_class=”ds-carousel-section” _builder_version=”3.19.6″ background_color=”#DFDFE1″ custom_padding=”23px|0px|35px|0px|false|false” global_module=”585″ saved_tabs=”all”][et_pb_row custom_padding=”10.7604px|0px|0|0px|false|false” custom_margin=”||0px” padding_bottom_1=”0px” _builder_version=”3.19.6″][et_pb_column type=”4_4″ _builder_version=”3.19.4″ padding_bottom=”0px” parallax=”off” parallax_method=”on”][et_pb_text _builder_version=”3.19.6″ text_font=”||||||||” text_font_size=”15px”]Let’s talk about your financial goals. We provide transparent Wealth Planning services and
life-enriching guidance to help you create the legacy you hope to leave.