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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


FAQs

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


Disclosures

General Disclosure Form ADV Part 2 Privacy Policy Form CRS