Access Financial Group, Inc.
 Your Wealth Management center. 

 


The Private Client Service Experience

 

This firm is designed for you - the savvy investor who likes to have their own finger-prints on their financial plan and investments. It is ideally suited for:

  • The "time starved" sophisticated investor
  • The novice investors who need the consistent guidance of an investment professional
  • Experienced traders lacking the time to conduct research/order entry
     

The Advantage of PCS:

Fast Executions Personal Confirmaitons
Direct Toll Free Order Line Portfolio Reviews
Analysts' Reports Market & Economic Data
Industry Newsletters Professional Money Mgrs.
Options Specialists Mutual Funds
Bonds Check Writting Ability

 
Information Request - Click here for us to contact you on a particular topic.

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Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Newsletters

Weather: It Matters

Weather is common fare for small talk, but it’s difficult to think of many topics that can have a bigger effect on economic activity.

Beat the Big Three What Ifs

Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

In a Category All Its Own

Since exchange-traded funds (ETFs) were first introduced in 1993, interest in them has grown steadily.

The Trouble with Timing

The speculation that drives market timing can often cause investors to get in right before a downturn or to flee before realizing potential gains.

More Newsletters →