Protecting Your Wealth

Start Protecting Your Wealth Today - You Earned It

A BALANCED APPROACH

The tortoise and the hare.

Here at AC Financial, we know that you have a variety of needs so we make sure to take a balanced approach. Diversification and asset allocation are important factors in seeking consistent positive returns, something we strive to do for your finances. Our approach helps you avoid the common pitfalls of short–term speculation and the so-called “guaranteed” insurance products that often carry high investment and/or opportunity costs. Our balanced approach will help you become a prudent long-term investor with short, intermediate and long term assets, all bundled in a program focused on low costs and tax efficiency. Because then, we're able to really get the ball rolling with the power of compounding. Reinvesting your gains means even more gains for you, but, as always, we also understand the importance of constantly monitoring and re- balancing your portfolio as it becomes necessary. AC Financial is here to help you work towards getting ahead.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

RISK MANAGEMENT

Strategies that work!

No matter how careful you are, sometimes unfortunate things life happen. You want to be prepared and protect yourself and your family for those unexpected events with insurance. At AC Financial, we will sit down with you to discuss the differences between term life, whole life, universal life, disability, long-term care and health care insurance so that you can make an informed decision regarding what strategy would work best for you. Let us help you navigate these challenging waters so you feel confident with in your financial plan.

No strategy assures success or protects against loss.

ESTATE PLANNING

Efficient transfer of wealth.

It's so important to have your affairs in order, not just for yourself, but for your family and loved ones friends. We will work with you to organize and plan for your end of life decisions. Preparing a Will, Powers of Attorney and Health Care Directives are important for everyone. Efficiently transferring the wealth you build is a final, but imperative step to take. That's why we work with you to get organized with more advanced items, as necessary, like living trust, irrevocable life insurance trusts or family limited partnerships. You may not know what everything is now, but we'll get you connected with quality professionals so that you'll be able to go on about in your life with a weight off.

We'd love to get to know you - contact us today to set up your consultation!

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.