At Accelerated Wealth, we understand that every client, couple and family is unique and requires a customized plan compared to a cookie cutter approach. Our SMART retirement solutions are designed by taking into account your life stage, concerns and goals.
Together through our SMART retirement process we’ll design a plan that gives you financial peace of mind and confidence to live the life you want to live.
Tax Efficiency Strategies (TES)
We specialize in working with business owners, physicians and dentists to mitigate their annual tax liability – on average saving up to 66% of their prior year’s taxes.
We provide Tax Efficient Strategies where advanced ERISA and Corporate tax laws are structured to help businesses operate on a pre-tax (un-taxed) basis, and build a tax-exempt retirement fund.
Making Higher Education Possible
American College Foundation
Preparing effectively, selecting the perfect college or university, and securing the funding necessary to make their attendance possible are the primary educational concerns faced by today’s high school students and their families.
We provide you guidance through an entire process, Scholarship Program application, and preparing you for the most effective College selection, as well as the best funding possibilities.
Cashflow GPS
Our Cashflow GPS software will guide you at every turn in your SMART retirement planning. Cashflow GPS is
• a visual guide to financial freedom
• a comprehensive budgeting system, fine-tuned to your goals
• offers flexibility when life changes
• and tracks all your various retirement accounts in a way that makes sense
We are confident we can create a roadmap for your family to be debt free.