Adjunct Instructor for The American College
We are dedicated to providing retirement planning, investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss possible recommendations.
A strong planning process is the best way to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Download your free electronic copy of our “Danger Zone: 18 Risks That Can Derail Retirement” brochure.
Whether or not to establish a relationship with a wealth advisor is a decision that deserves careful consideration. Here are some of the reasons why You can feel confident choosing Acuity Financial:
Because over ninety percent of our clients are retirees with similar concerns, we are in an ideal position to help meet their needs. When you choose Acuity Financial, you benefit from obtaining comprehensive advice from a team of highly qualified professionals who have successfully guided clients through some of the most difficult times in history. As a team, we have over 35 years of combined financial and retirement planning experience!
Our independence is vital to delivering objective and unbiased recommendations. While some companies recommend products that are manufactured by parent or subsidiary business entities, we have no such ties. As an independent financial planning firm, we represent our clients and their interest rather than any specific company.
We invest heavliy in technology to give our experts high quality tools and to ensure a seamless experience for our clients. Our proprietary software provides a visual dashboard which helps with the understanding and education of your current and future financial goals.
Our proven process includes an initial meeting to discuss your risks and fears of retirement or investing, followed by a detailed discovery meeting to understand your current financial facts and retirement goals. In the third meeting, we present the math behind your initial baseline of facts as well as any tested alterations to your portolio. Then, during implementation, our highly skilled staff guides you seamlessly through the transition required to implement your plan.
Our combination of licenses, registrations, and special education qualify us to work with all types of investments and retirement strategies. There is virtually no investment vehicle we cannot utilize if the circumstances call for it – simple or complex. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments. In addition, we offer our clients a variety of valuable services including: