Advisory Services

Preparing your financial program from all angles

Our approach involves looking at the whole picture of your financial health and future goals, and how all the elements of your plan can work together most beneficially. Our planning process encompasses your entire family life - investments, risk, insurance, taxes, retirement, estate planning and credit management.

While developing a personalized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we can help you implement appropriate strategies to suit your vision and objectives. We can help you execute a financial program utilizing some or all of the following products and services:

Personal financial planning
Retirement strategies
Portfolio management
Investment planning
Employer retirement plans
Insurance and annuity products

Whether you're looking for help with your investment portfolio or you're trying to map out your financial future, Accentrix Advisors is ready with the tools and knowledge to help you reach your goals.

What is Financial Planning?

The Certified Financial Planner (CFP) Board’s Code and Standards defines Financial Planning as “a collaborative process that helps maximize a client’s potential for meeting life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances.”

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Is your portfolio working for you?

With so many investment options available it's not always easy to know which ones are right for you. We can help you navigate the basic principals and strategies that will help you choose investments that are going to be suitable for your personal goals and objectives.

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