Frequently Asked Questions
What types of clients do you typically work with?
At Accelerated Wealth, LLC, our mission is to help families in the Colorado Springs, CO area and beyond achieve financial health to live life abundantly and with purpose. We specialize in helping families plan their ideal retirement and have had the privilege to serve over 900 families while implementing our five core values: Faith, Integrity, Relationships, Excellence and Coachability. We provide comprehensive financial planning to several types of clients. Our typical client is age 50+ with $1 million in net investable assets. However, our goal is to see everyone financially succeed, so we are open to taking on new clients who may not fit these criteria.
What is The 5 Point Retirement Defense Plan?
Most people we sit down with have done an incredible job of accumulating wealth over their lifetime through various retirement plans. However, they often feel uncertain as it comes time to transition to retirement. That’s why we created The 5 Point Retirement Defense Plan, a comprehensive financial plan that is made up of the five core areas of retirement: Income Planning, Tax Planning, Risk Management and Analysis, Healthcare Planning, and Estate & Legacy Planning.
Through a personalized 5 Point Retirement Defense Plan from Accelerated Wealth, you will be able to comfortably answer these questions:
- Will I have enough to retire?
- Will my money last as long as I do?
- Will my spouse be okay if I pass away?
What can I expect in my first meeting?
Ahead of your 5 Point Retirement Defense Plan review, you will be matched with a dedicated advisor from our Accelerated Wealth team. During this meeting we will discuss your retirement goals, and the financial questions and concerns that keep many pre-retirees awake at night. We understand that entering retirement can be an uncertain time for many, and most have never been shown how to transition from accumulating wealth to then generating income to replace their paychecks in retirement. That is where the Accelerated Wealth team comes in!
Where is Accelerated Wealth located?
Although our corporate headquarters is in Colorado Springs, CO, we service clients and families throughout Colorado and beyond. Our team of financial advisors span nationwide, so there are many options for families across the United States.
What does it cost for a consultation?
Our 5 Point Retirement Defense Plan consultations are always complimentary. No need to bring your wallet or checkbook!
What should I bring to my consultation?
We welcome you to bring current financial statements on any retirement accounts you have, your latest Social Security statement, and your last tax return. Online statements and spreadsheets with your household financial data are welcome and are helpful in making the most of our hour together.
How can I get started with Accelerated Wealth?
It’s easy! Please give us a call at (719) 466-5627 or request an appointment by clicking here. We will then reach out to you to schedule a time to set up your 5 Point Retirement Defense Plan review. During this introductory meeting we will review your current financial plan and goals. This meeting can be held over the phone or in-person at one of our offices.
