Financial Planning

Life is rich with choices. We support yours with a full range of solutions—because financial planning encompasses far more than simply having a portfolio and a retirement strategy.

By strategically growing, maintaining and protecting all of your assets, ACCESS Wealth Management helps you enjoy your wealth throughout your lifetime while preserving it for future generations. The customized financial plan we build for you and your family becomes the guide we use to track progress towards the goals we have mapped out together.

From day one of the relationship, we build our understanding of your situation, working through the following process:

  1. Deep Discovery of your circumstances and risk tolerance
  2. Goal Mapping of your lifestyle and legacy objectives
  3. Risk Alignment to pinpoint appropriate levels of risk and reward
  4. Financial Plan Build Out to support your Goal Map
  5. Portfolio Construction to pave the way to lifelong income security
  6. Liability Management and/or Family Office Services if you desire them
  7. Transition Management to ensure seamless account conversion
  8. Ongoing Monitoring and Review to check results against goals and make adjustments

Strategic analysis and stable guidance keep you on track

ACCESS Wealth Management provides advice and guidance throughout your life, whether working directly with you or in collaboration with your trusted team of other professional advisors. Changes in your life, the economy, or financial regulations are easily accommodated. Our flexible strategies evolve with your needs, and our robust reporting measures and guides your progress.