You have goals, and we have experience. Together, we can create a plan so you can focus on yourself and your family.
We assist individuals at all different points in their lives. Whether you are looking to control your expenses and investments, protect yourself and your family with life insurance, looking to retire, or want to leave behind a legacy to your loved ones, we are here.
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We want you to reach your long-term definition of success, and that is why it is crucial to understand your financial goals. According to the Strategic Business Insights MacroMonitor 2020-2021 Report, those who continued to follow a financial plan have an average total net worth 2.7 times greater than those who don't have a plan.
Being independent allows us to partner with many well known, reputable financial companies, which offers more freedom and flexibility on solutions for you. As your financial coach, we provide solutions, but you can choose the route you want to take based on your financial goals.
Accel Wealth Management has embraced utilizing different technologies and forms of communication to help our clients. We tailor your experience based on what works for you.
We partner with The Accel Group, an insurance agency with many insurance coverages available depending on your needs. One amazing aspect of our partnership is that our clients can receive a discount on their bundled home and auto insurance.
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Our dedicated process of getting to know you is at the core of our business. We strongly emphasize understanding our client’s interests, goals, values, and concerns before providing any plan or recommendations. That is because we believe in a personal approach to doing business and recognize that everyone’s path and strategy will be different.
During our first visit, we focus on getting to know one another to determine that we are the right fit to help you on your journey to financial confidence. Along with this discussion, we will discuss your needs and concerns, as well as your feelings about investments, risk, and other aspects of your finances.
Before our second visit, we will review your current portfolio to determine if you are on track to meet your goals in life. This will include a picture of where you stand today and what you need to achieve or sustain to accomplish your goals. If applicable, we will also present options to improve your plan and ensure that those options align with your values and desires.
After the second visit, you will have time to review the analysis and recommendations. In this third visit, we will determine what, if any, steps we may want to take to optimize your plan. If you decide to move forward, we will determine the highest priority need and start there.
As life changes, so do you. We will monitor your accounts, keep you informed through educational classes and personal one on one reviews, and adjust as needed. We will be by your side through the entire journey to help ensure that it is a smooth, enjoyable ride.