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Consumers
Why Choose an ACP Advisor
Why Choose an ACP Advisor
Fee-Only Fiduciaries
Receive objective advice from fiduciary advisors who put their clients’ best interests first.
Truly fee-only: ACP advisors do not receive commissions from selling products or receive referral fees.
Comprehensive Planning
Address numerous financial planning issues in an integrated fashion.
Clients receive analysis and advice on investments, insurance, tax, education, retirement, estate planning, and other critical issues.
Tax-Focused Advice
Advisors consider and advise on important tax ramifications with the goal of minimizing taxes.
Consult with advisors who have extensive training in taxation generally not seen in the industry.
Retainer Model
Value-based pricing approach that aligns client and advisor objectives.
Open retainer approach accommodates regular ongoing reviews with access to the advisor when needed.
Time-Tested Process
Clients benefit from receiving an established, effective process that has been implemented thousands of times by ACP advisors.
Receive clear objectives and deliverables for each meeting and established revaluation points and processes.
Support from a Team of Certified ACP Advisors
Collaborative group of 160+ experienced, credentialed advisors (CFP ®, CPA, PFS, CFA, JD, CDFA, EA, MBA)
Clients benefit by receiving the personal touch of a local advisor with deep national resources.
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