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
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.