How We Help You

As an AKSALA client, you will receive comprehensive, unbiased financial strategies and straightforward portfolio management
—all customized to your individual needs.

You will be presented a written retirement plan and a tax-smart investing assessment that’s aligned with your goals and personal comfort. You’ll also receive ongoing education, scheduled retirement plan reviews and invitations to our private events.

Your retirement plan will be built and presented to you in a friendly, easy-to-understand and transparent fashion. We want you to be comfortable before you make your decision.  Once you’re completely satisfied with your plan, we will execute your plan and manage your investments for a flat percentage. We offer preferred pricing with no added fees or charges.

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