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The Easy Way To Get Started On Your Estate Plan Thumbnail

The Easy Way To Get Started On Your Estate Plan

Estate planning is one of those tasks that most of us put off for the future, either because we don’t want to think about our mortality, believe it’s too costly, or because it doesn’t seem necessary. In fact, only 51% of Americans have done any estate planning, which means half the population is taking a huge risk when it comes to caring for their families and assets.

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The Top Five Financial Planning Challenges of Accumulators Thumbnail

The Top Five Financial Planning Challenges of Accumulators

At Accumulation Wealth Partners, we specialize in serving people in the accumulation phase of their life. These include people at the start and middle of their careers who seek to find a stable financial footing in order to reach higher financial confidence and eventually (sooner than most think) financial independence.

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How Much Life Insurance Do You Really Need? Thumbnail

How Much Life Insurance Do You Really Need?

When planning for the future, many people neglect to consider life insurance’s role in their financial strategies. In 2017, more than 4 in 10 people didn’t own a life insurance policy in any amount and 40% of those who do said they were under-insured.

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Why I Started My Financial Planning Firm Thumbnail

Why I Started My Financial Planning Firm

I’m a firm believer that if you do what you love, you never have to work a day in your life. My father was a financial planner and seeing how much he enjoyed it as well as how many people he helped, inspired me to pursue a similar career.

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The 4 Types of Accumulators We Serve Thumbnail

The 4 Types of Accumulators We Serve

Our firm is called Accumulation Wealth Partners for a reason: we specialize in serving people in the accumulation phase of their life. Many firms focus on serving individuals and couples within a few years from retirement or in retirement. We believe there’s no such thing as planning too early, in fact smaller, yet efficient decisions made earlier in your financial life, can compound into large meaningful financial assets later in life. We aim to help people at the start and middle of their careers find a stable financial footing with the goal of reaching higher financial confidence and eventually (sooner that most think) financial independence.

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The Most Valuable And Overlooked Asset You Possess Thumbnail

The Most Valuable And Overlooked Asset You Possess

When you think of assets, you probably think of your investments -- stocks, bonds, 401(k) account, and maybe your home. If you were going to calculate your net worth, you would add all of those up with your bank accounts and subtract any debt that you have. But is that really all you’re worth?

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