Access Financial Planning, LLC

Tax efficient retirement planning and investment management services provided by an independent fee-only advisor in partnership with national firm to provide tailored advisory services to clients. I provide comprehensive financial planning services a...

Tax efficient retirement planning and investment management services provided by an independent fee-only advisor in partnership with national firm to provide tailored advisory services to clients. I provide comprehensive financial planning services as an independent, fee-only registered investment advisor, CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent. I have a specialized focus on retirement income and distribution planning, tax planning, investment management, and equity compensation planning using robust and highly tailored financial plan development and implementation. As a fiduciary, I put the client's needs and interests first 100% of the time. As a fee-only advisor, I do not receive commissions of any kind. I have access to the vast resources of a large national firm through my partnership with Buckingham Strategic Partners, which allows me to focus my time and attention on providing my clients with unique solutions to their retirement planning needs. I understand how important it is to plan for the future and how overwhelming it can feel. I start where ever you are now, and help you to clarify and implement your unique goals.