Our Commitment to You

You deserve and can expect the following when you work with Access Wealth Planning:

  • A dedicated advisor who listens to what you want and helps identify what you need;
  • Recommendations that will help you achieve your personal and financial goals, explained in a way you will understand;
  • Proactive implementation and ongoing monitoring of your plan; 
  • Guidance when life changing events occur;
  • Access to the entire Access Wealth Planning team throughout the year for any questions you have;
  • Quarterly benchmarking of your plan’s performance and one-on-one conversations so you’ll always understand what the reports mean; and
  • Revisions to your plan any time your circumstances or goals change.

Gaining control over one’s financial life is a huge milestone. The advisors here at Access Wealth Planning are fully committed to helping you maintain and protect your financial future during every stage of your life. To learn how we can help, call 973-740-2400 or email us for more information.