Useful Info

Quarterly Investment Newsletter

2020-3Q Quarterly Review and Outlook 2020-2Q Quarterly Review and Outlook 2020-1Q Quarterly Review and Outlook 2019-4Q Quarterly Review and Outlook 2019-3Q Quarterly Review and Outlook 2019-2Q Quarterly Review and Outlook 2019-1Q Quarterly Review and Outlook 2018-4Q Quarterly Review and Outlook 2018-3Q Quarterly Review and Outlook 2018-2Q Quarterly Review and Outlook … Read More

Forms and Tools

Confidential Financial Questionnaire Household Monthly Budget Monthly Cash Flow Analysis How To Plan Ahead For Your Loved Ones What To Do When A Loved One Dies

Selecting an Advisory Firm

When you decide to work with a financial advisor, finding the right advisory firm is important. While there is no perfect selection process, it is important to consider the following: The Right Experience. We believe it is important to find a firm with experience serving clients in situations similar to … Read More

Fees / Pricing

Financial Planning Initial financial analysis and projections:  $1,000 Ongoing comprehensive financial planning fee alternatives: Annual fee equal to the greater of 0.5% of household net worth or 1% of annual household income subject to $1,200 minimum/$3,600 maximum annual fee (paid monthly by credit/debit card, client initiated bank transfer or quarterly … Read More


What Should I Expect From My Financial Plan? Our commitment to clients is a focused approach to financial planning. With this in mind, we leverage protection, savings and growth to achieve wealth optimization and asset protection. Next, there are five steps to building a comprehensive financial plan: Current Status: we … Read More

General Disclosure

Access Financial Services, Inc. is a registered investment adviser located in Bloomington, Minnesota. Detailed information about Access Financial Services, Inc.’s advisory operations, services, and fees is set forth in the firm’s SEC Form ADV Part 2 (our “disclosure document”), a copy of which is available here. You may request a … Read More


Access Financial Services, Inc. respects your privacy. Please review our Privacy Policy and Privacy Statement so that you understand how we handle any personal information about you that we may collect. General Disclosure Form ADV Part 2 Privacy Policy Form CRS