Financial Services

One stop. Many options.

Preparing for retirement should create excitement, not concern.

Yet for many, that’s not necessarily the case.

At Accurate Solutions Group, LLC it is our mission to help our clients retire with Confidence, Clarity and Independence. Our ‘Retirement Blueprint’ helps us accomplish this mission by addressing five areas critical to a successful retirement:

Income Planning
Investment Planning
Tax Planning
Healthcare Planning
Legacy Planning

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

At Accurate Solutions Group, we can offer you the following products and services:

(Click the images below to learn more about each service)

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

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning

Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

1Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”

2The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.”


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