At Accelerated Wealth, our Financial Advisors are highly skilled and in high demand, each maintaining a Fiduciary standard and a Series 65 license. Our financial planning focuses primarily on helping individuals who are in the second half of their life. Today, retirement planning is more complex than ever and you need to work with someone who is skilled in income planning, retirement defense risk analysis, portfolio management, required minimum distribution and withdrawal strategies, estate planning, and strategies for tax minimization.
So, if there was a missing piece of information that was costing you money now or that would cause a significant problem or cost in your future, when would you want to find out about it? Today? 5 or 10 years from now? Never? If that piece of information was a should know fact, would you agree you would want to know about it before making any financial planning decisions, especially ones that put your money at risk?
That’s what makes Accelerated Wealth different! We seek to identify as many of the critical facts necessary to make a sound financial planning decisions that are in your best interest before making that decision.
Many times investors don’t have a process to filter out myths and misconceptions to find out the should know, critical facts to make logical decisions for their future. Do you know what questions to ask? Have you quantified hidden fees, taxes or risk issues? Have you made decisions based on myths, misconceptions, opinions or missing facts? If you find out there are flaws or missing information in your decision-making process you will quickly realize where money is falling through the cracks in your current planning, thus helping you make more informed financial decisions.
Our 3 Step Review helps you discover if your current strategies match up with your future plans. This proven process helps us create a sound plan based on facts and logic not emotion and opinions.
Contact us to learn how our no obligation, 3 Step Review can help you today.