Access Financial Blog

Relevant, timely information free from technical jargon and bias.

Tax Planning Tips for 2020

Tax Planning Tips for 2020

The end of the year is always a good time to do a financial check-up and make any needed adjustments, but this year it is even more important. This...

What Is An Index Fund?

What Is An Index Fund?

Investing in index funds has become increasingly popular due to their low cost, portfolio diversification, performance, and they are easy to buy....

Two easy ways to get started:

Get Access Financial Planning’s FREE Guide

The 6 Critical Steps to Successfully Retire

* indicates required

*Your privacy is paramount. We will never sell or give away your information.

Take a No Obligation Risk Assessment!

Risk Tolerance

How much risk do you have in your portfolio? Most people don’t know the answer but it has a signficant impact on your financial success.

Take 5 minutes to complete an easy-to-follow questionnaire and receive a report on both your ability to take on risk as well as your comfort level with risk.