Worried that your financial strategy is Missing Something?


We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Accurate Solutions Group LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

The Accurate Solutions Group Process

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

At Accurate Solutions Group, LLC, our mission is to help our clients retire with confidence, clarity and independence. Our Retirement Blueprint helps us accomplish this mission by addressing five areas that are critical to a successful retirement:

Income Planning | Investment Planning | Tax Planning | Health Care Planning | Legacy Planning

Together we will help you define what is important to you in each of these key areas. Ultimately, the plan we develop together must be fundamentally sound, but more importantly, it must instill the confidence that will enable you to stay the course when the inevitable tough periods come around.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
 

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 724.287.4071 or 800.827.6186

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