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Philosophy Services About Us |
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Financial Planning |
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Financial Planning begins with a consultation to determine the services you will require. Any services are authorized by you in advance by signing an Access Investment Advisors Client Agreement. We will then complete an inventory of your assets, liabilities, income sources, expenses, tax records, legal documents, investments, insurance and retirement plans. With this information we will identify your financial objectives and develop recommendations to achieve them using your available resources. Your financial plan will then be presented. After a thorough review, specific recommendations will be implemented with your approval. Ongoing Financial Planning Ongoing Financial Planning services will ensure that your inventory of available resources is current and, most importantly, that your plan is adjusted for new financial objectives, changing economic conditions and tax laws. We will evaluate your progress and report your results annually. After a thorough review existing recommendations will be maintained, modified, discontinued, or new recommendations may be developed. Any changes will be implemented with your approval.
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Access Investment Advisors TM • Your Privacy • Terms of Use |
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