Here at Accel Wealth Management, we offer a wide array of services including:
Retirement Analysis: Your personalized retirement analysis is completed through a process of determining whether you can meet your retirement goals through proper management of your financial resources.
Wealth Accumulation: Is the American Dream still alive and achievable? Define the Dream and Dream Today!
Personal Online Portfolio: Take control of your financial world.
Tax Efficient / Management Strategies : Tax Reduction Strategies may help you decide which investments may give you and your family the most suitable return on the dollar after taxes now, at your retirement and in the event that something should happen to you.
Personal Insurance: Utilizing a variety of insurance products allows you to protect your family and wealth.
Wealth Maximization Transfer: By using properly owned and properly designed life insurance you can control and leverage wealth on a tax favored basis in the estate or out of the estate (trust) by focusing on the death benefit internal rate of return.
Business Wealth Accumulation: By designing a retirement plan that fits your needs Strategic Business Partners helps you accumulate wealth.
Business Exit Planning: Advisors help customize a step-by-step plan that even the busiest business owner can master. This customized plan leads straight to ultimate success: reaping top dollar when you sell or transfer your business.
Business Insurance: By using insurance products to cover your Group Health, Life, Disability Income, and Long-Term Care needs, we can tailor a package that fits your unique situation.
Disclosure : Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter.