The principals of Access have had more than twenty years of financial planning experience. We pride ourselves in maintaining the highest standards in our industry. Frequently, we are asked by individuals, corporations and organizations to specify what financial planning services Access can provide, how to approach the planning process, the methodology employed, what information is required from a client, and an estimate of the cost and benefits that can be expected. The service we provide is comprehensive personal financial planning. This includes analysis and recommendations for all aspects of personal and business financial matters.

Access has helped many employees who have lost their jobs due to corporate downsizing, use of their early retirement packages to pursue a second career, self-employment, start their own business, or get on with their lives. Our satisfied clientele, consists of many former employees from the education sectors, computer, consumer products, retail, pharmaceutical and telecommunications industry. They would be happy to speak to you about how our personal and innovative financial planning seminars and one-on-one consultation services have helped them deal positively with being laid off, downsized or just retiring.

Access Wealth Planning LLC is an Investment Advisor registered with the Securities and Exchange Commission. The services we provide are offered through our Investment Advisory Representatives. Separate and apart from their registration as Advisory Representatives of Access, the Advisory Representatives are also Registered Representatives of Royal Alliance Associates, Inc., a SEC registered broker/dealer and investment advisor. Royal Alliance is also a member of the National Association of Securities Dealers, Inc. and various other regulatory bodies. Royal Alliance does not provide any investment advisory services in conjunction with or as part of the financial planning and investment advisory services provided by Access.