What Sets Us Apart

Financial Planning Process

Our Process

Our process is grounded in being thorough from the start. We gather and analyze as much of our clients’ information as possible, and spend a significant amount of time in dialogue working to understand their current situation, priorities and desired outcomes. In general, the process flows as follows: Initial Meeting: … Read More

Giving Back

Access Financial Services, Inc. has a strong commitment to the surrounding community. In addition to several smaller local non-profits, we support the work of the following organizations: Summit Academy OIC Located in the Heritage Park neighborhood of North Minneapolis, Summit Academy OIC is the only community-based vocational training and job … Read More