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Plan for a Life Well Lived through Comprehensive Financial Planning and Investment Management

We can help you achieve financial independence

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Reasons to Plan

We create strategies that are tailored to your needs and goals.

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Financial Planning

Years of experience have prepared us to guide you through your life transitions.

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Investment Management

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

A gold watch at 65, a healthy pension, and substantial Social Security income - that’s the way it used to be. But the reality of retirement today looks much different for the 78 million baby boomers wanting to retire comfortably, and on their own terms. With nearly 10,000 individuals reaching retirement age every day, this generation isn’t interested in traditional retirement; they want to lead active lives, experience new adventures, and give back to their communities. They’re living longer, but may have lost a significant amount of their life savings in a tumultuous market and are squeezed financially. So how do you secure the financial independence you’ve always dreamed of?

That’s where Access Wealth Planning comes in. Financial independence can be a reality with proper planning.

Are You Prepared?

Nearly 90% of baby boomers report they are worried about maintaining a comfortable standard of living in retirement and possibly outliving their retirement savings. Are you one of them?

Access Wealth Planning specializes in helping baby boomers understand what they have, what they will need, and how to prepare for it. Please browse our informative website, share it with your friends, and contact us with any questions you may have. The advisors at Access Wealth Planning are ready to help you chart your course to an enjoyable retirement.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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