At The Accel Group, we provide comprehensive wealth management services to our clients including investment planning and management, estate-planning techniques, retirement planning, insurance selection including long-term care planning and effective transfer of assets. We focus on helping our clients avoid the most common financial mistakes.
Retirement Plan 401(k)
Tax Advantage Solutions
At The Accel Group, we believe that financial security in retirement is a realistic and attainable goal. A well run, high quality, employer sponsored retirement plan; explained well to your employees may very likely be the difference.
We will work with you, the Plan Sponsor, to build a plan that attracts and retains key talent
There are many different types of Qualified Retirement Plans available. Let us help you determine which is the best fit for you and your employees.
As an independent advisor, we work together to objectively evaluate products and vendors to come up with a solution that best fits your needs.
Financial calculators to help you determine whether you're saving enough, and using the correct savings' vehicle.
Some of our most frequently asked questions.
Access your individual retirement account here.