Access Financial Group recognizes you have many options in choosing how to invest your money. Our clients have come to rely on our financial expertise, access to timely information and efficient service. We are pleased to offer you a comprehensive line of investment services provided by experienced financial professionals:

Brokerage – A full line of investment products and services
Foreign Investment Group – Financial services for global investors
The Planning Group – Financial planning for all phases of your life

Whether you are a seasoned investor adding to an established portfolio or just beginning to explore investment options, Access Financial Group Brokerage offers a full line of financial products and services to help you achieve your specific investment goals.

Our experienced, registered brokers will work closely you, employing all aspects of sound investment management---goal assessment, risk tolerance and use of emerging research---to provide the information and guidance you need to make informed investment decisions.

We offer:

• Annuities
  
• Bonds
  
• Education funds
  
• Foreign investments
  
• Individual retirement savings plans
  

• Cash management funds
  
• Mutual funds
  
• Stocks and IPOs
  
• WRAP fee programs
  

Access Financial Group offers you the option of setting up automatic monthly withdrawals, transferring an amount you specify each month from your savings or checking account to your brokerage account. For more information about our Brokerage services, call (800) 487-8220 or to request information click here.

The Planning Group works with you to build a specific plan for all phases of your financial life. We begin with an in-depth discovery process to assess your life plans, challenges and financial priorities. We then work with you to structure a financial plan and guide you in its implementation. Timely reviews are conducted to track progress and adapt your plan as your needs evolve.

Aspects of your financial plan may include:

• Increasing your net worth
  
• Asset allocation strategies
  
• Creating or improving an inflation hedge
  
• Funding education and retirement goals

• Effective use of insurance
  
• Reducing income and estate taxes
  
• Making the most of charitable contributions
  
• Estate planning
  

For more information about The Planning Group, call (800) 467-8220, or to request information click here.