Engineering Today, Value for the Future
Who we are
Accelerated Wealth is a financial planning firm dedicated to empowering individuals throughout the wealth accumulation and retirement transition phases. We operate on the core values of faith, integrity, relationships, vision, excellence, and coachability to guide our clients towards financial health and retirement confidence.
Our Vision
We envision a world where individuals can achieve financial health and live life abundantly and with purpose.
Our Mission
Our mission is to empower clients to make sound financial decisions that lead to financial health and retirement confidence in an uncertain world. We strive to:
- Provide personalized income planning, tax planning, risk management, and healthcare planning solutions tailored to each client's unique needs and goals.
- Guide clients through the retirement transition process, answering the three most important retirement questions:
- Will I have enough to retire?
- Will my money last as long as I do?
- Will my spouse be okay if I pass away?
- Craft estate and legacy plans to ensure the smooth transfer of wealth to loved ones.
Our Team
Our team of experienced professionals has a proven track record of success in guiding clients through the financial planning process. We are passionate about helping individuals achieve financial clarity, reduce anxieties, and confidently embrace their retirement.
Our Services
We offer a comprehensive range of financial planning services, including:
- Income Planning: Develop strategies for generating sustainable income during retirement.
- Tax Planning: Maximize retirement and investment tax efficiency.
- Risk Management and Analysis: Identify and mitigate potential financial risks.
- Healthcare Planning: Address long-term healthcare needs and costs.
- Estate and Legacy Planning: Create a comprehensive estate plan to protect assets and transfer wealth.
- Additional Strategies: Personalized guidance on wealth preservation, investment planning, and more.
Our Approach
Our client-centered approach involves:
- Active listening and understanding of individual needs and goals.
- Collaborative development of personalized financial plans.
- Regular review and revision of plans to ensure ongoing alignment with changing needs and goals.
Experiences with Accelerated Wealth Advisors
Mixed Reviews
Accelerated Wealth Advisors has received a mix of positive and negative reviews from clients. While some clients have had positive experiences, others have expressed disappointment and frustration with the company's services.
Negative Experiences
Several clients have expressed dissatisfaction with the company's investment strategies and products. Some have reported being sold high-fee products with restrictive terms, and others have experienced poor communication and lack of support from their advisors. Some clients have also reported that the company's advisors prioritized earning commissions over their clients' best interests.
Positive Experiences
On the other hand, some clients have reported positive experiences with the company, citing helpful and trustworthy advisors, low-pressure sales tactics, and effective retirement planning strategies. Some clients have appreciated the company's guidance on optimizing Social Security distributions and 401(k) investments.
Concerns and Red Flags
Some clients have raised concerns about the company's business practices, including allegations of selling unregistered securities and charging high fees. Additionally, some clients have reported difficulty in getting clear and transparent information from the company.
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