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About Access Financial Education

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Access Financial Education is different than other investment counselors.

We like to think we are unlike any other financial counseling company. Others try to explain how investment works and then step in to manage your money. We are not the managers of your money. You will be the manager of your financial decisions that directly affect your future financial success. Access Financial Education will teach you how.

We Help You to Navigate the Financial Maze

In its simplest form, we can teach you how to understand a sometimes complicated maze of financial information. We implement the successful ideas of today’s investment leaders to build a program that will be both informative and effective toward you reaching your retirement goals.

Our founders have a long history of personal investment strategy, along with a keen understanding of the current obstacles investors face. We promote proven solutions to secure a return for investments made in today’s markets.

Why We Don't Charge You:

There is no fee to you for our services.

Much like the travel agent, we make recommendations for which company best meets your investment criteria. Should you freely choose to work with that company, they pay Access Financial Education a fee for introducing you to their services.

Similar to the travel agent, there are numerous options available to get you to your destination. We work with many companies that offer a variety of options. It is our task to educate you to what these companies have to offer and what you can expect in return for working with them.

There is no quota to be met on our part and we won’t push you toward a company that doesn’t fit your economic goal.

Affiliations:

We have relationships with some of the leaders in the industry, such as: National Life, American Equity, Aviva, and Life Insurance Company of the Southwest (LSW)