ACHIEVE YOUR FINANCIAL GOALS
We work with you to create financial freedom for you and your family. Every step of the way, the team at Accessible Wealth Strategies is with you, to help shape your financial future.
We work with you to create financial freedom for you and your family. Every step of the way, the team at Accessible Wealth Strategies is with you, to help shape your financial future.
We work with you to create financial freedom for you and your family. Every step of the way, the team at Accessible Wealth Strategies is with you, to help shape your financial future.
Gather your information - Determine your net worth - Outline your goals.
Formulate a strategy and create action items to help accomplish those goals
Present and implement tailored financial plan
Monitor the plan to ensure the right adjustments are made as your life changes.
President & Founder – Accessible Wealth Strategies
Life Insurance Agent
Investment Advisor – attached to PEAK Securities Inc.
I have been working in the securities industry for 8 years. My experience included major banks and other large financial institutions. Prior to switching to my passion in personal financial planning I spent 5 years as an Accountant for an Exempt Market Dealer. I really enjoy helping individuals and their families maximize their financial well-being.
“Flexibility is really important to me. I want to create an environment that puts the control in the client’s hands. Not everyone is looking for a full financial plan. Some want investment advice while others are looking for a specific type of insurance coverage. The purpose of Accessible Wealth Strategies is to be a trusted resource that offers professional advice when a client needs it.”