Solutions

We partner with other professionals for insurance, estate planning, and tax prepartion, to provide the very best solutions for you and your family. We have no financial relationships with any of our partners and choose them solely on their expertise, integrity, and delivery of service.  You are welcome to these resources should you need them.

Service Offerings

Classic Financial Planning (This is a solid path to financial freedom.)

• Cash Flow Management
• Investment Management
• Tax Analysis
• Insurance Risk Analysis
• Retirement Paycheck Plan
• Estate Planning

ACP Total Access Planning

Just getting started? Want to dip your toes in the water? Come on in, the water's fine!

This incredible value offers low cost real access to professional planning for less complex situations on a flat fee basis. Here’s what you’ll receive:

• Initially two hours of planning time with a senior planner and CFP® including initial investment recommendations
• Another 30 minute call with your senior planner every quarter
• Your personal “items to discuss next” file box which includes the option of just-in-time access to your senior planner if you need to discuss any issue in advance of and in place of the quarterly call.
• Access to our state of the art planning software so you can update your planning as often as you'd like after the initial plan is in place.
• Access to our monthly webcasts between Bonnie A. Hughes, CFP®and financial or other experts
• Access to Bonnie’s researched, in-depth, and original articles on essential financial planning topics on her private blog
• Access to ACP's monthly newsletter

Business Owner Exit Strategy

As team leader, we deliver a detailed written strategy demonstrating the succession of your ownership and control that considers the best timing for all interested parties, your personal goals, and how that affects shareholders and potential buyers.

Executive Pay Planning

Harness the potential wealth in your compensation package as we optimize your stock options, insurance, pay, and benefits to the goals you identify.

Executive Estate Planning

We partner with one of the top firms in the country to consider all potential solutions and deliver the ones that match your needs for your heirs, taxes, and charitable organizations.

 

See details on our fees and disclosures page.