Our Focus: Accumulators
If you've been searching for a financial advisor, you've probably noticed that most advisory firms are focused on much older people- and you're right. Accumulators, who are still building their wealth, are often overcharged or even typically by most traditional advisory firms. At Accumulation Wealth Partners, we are different. We believe that not only do Accumulators need advice, but you need a specific, tailored advice for your unique stage of your life.
What if working was optional? Some view retirement as a "permanent weekend" but when retirement is 20 years off, most don’t give it much thought. We work with clients to structure their current financial situation, plan for the future and live the life they truly want, right now.
We are a financial advice firm. We work with young professionals, newlyweds, new parents, real estate professionals and business owners who desire more leisure time. We strive to “turn your weekdays into weekends.” In our minds, financial freedom is just that, and can be obtained at any age.
Living planning differs significantly from retirement planning. Retirement planning starts with many assets while living planning often starts with few or mainly illiquid assets, such as a house, business or a 401k. Therefore, it should be more focused on efficient optimization of your finances, including tracking your balance sheet & cash flows, planning for long & short term goals, and living life knowing that you have a secure plan in place.
This is more of a disclaimer: if you are afraid of technology, we are not the firm for you. We feel we add the most value through the efficient optimization of your financial life. This entails aggregating your accounts and assets into a household balance sheet that can be easily updated and putting in place a plan to optimize cash flows. All of this is done with technology. For more information, watch the video below:
13520 Evening Creek Dr. North #130
San Diego, California
92128 United States
Tel: (858) 255-4475
F: (858) 228-9824
We would love the opportunity to be your trusted advisor. Get in touch with us today to get started!