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If you’re a family or business owner without a financial plan or received a “plan” from another professional that was never implemented, then Accenden’s Polaris Planning Process will help you achieve your desired goals.

Retirement Planning | Tax Management Strategies | Legacy Planning | Investment Planning


Similar to using Polaris (the north star) to navigate the open ocean, our firm simplifies the complexity of navigating from where you are today to where you want to be in the future.

P - Phone Call

- We will host an introductory phone call with you to make sure that your situation and our areas of focus can create value.

O - Organize Documents

- After our initial phone meeting, we provide a list of items for you to bring to the first office meeting.

L - “Learn About You” Meeting

- This first office meeting is to fully understand your goals, financial situation, and anything unique to you. After this meeting we follow up within 48 hours to determine if there is mutual interest working together on your goals.

A - Analyze and Plan Development

- Our team applies its combined decades of experience and knowledge to analyze your situation and develop your personalized plan.

R - “Reaching Your Goals” Meeting

- In this meeting we explain what actions need to be implemented to achieve each goal that you provided. 

I - Implement Personalized Plan

- All necessary steps to become a client will be explained and completed.

S - Strategy Sessions

- During strategy sessions we review and update your plan to ensure your desired goals are within reach. These meetings are essential to keep you on course of your desired destination - a successful plan.

 

Whether you need assistance with retirement planning or implementing advanced tax strategies, our team is here to help you achieve your financial objectives. Contact us today to schedule a consultation and see how Accenden’s Polaris Planning Process can help you.

Services

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Money

Managing your money involves more than simply making and following a budget.

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