Access Planning Partners, LLC
- Fee-only fiduciary CERTIFIED FINANCIAL PLANNER™
- Comprehensive Financial Planning (or financial check ups)
- Client's get their own financial website so they always know their financial status
- Cloud storage of all important documents-everything in one place
- Investment Management or Investment Consulting
- Tax Planning by CPA (Certified Public Accountant)
- Insurance Consulting
- Small Business Retirement Plan set up and management
- No commission, no product sales