Our Process

For clients seeking a deeper, personal relationship founded on trust and expertise, Acker & Collins Advisors provides a rare opportunity. In addition to working with expert advisors who prioritize your best interests in every way, clients benefit from our rigorous and time-honored approach:

Establishing Relationship: Successful planning starts with trust. We dedicate our initial meeting to learning about you and your life, both inside the financial world and beyond it.  We will discuss and agree on the scope of work you will engage us with, along with all fees and other costs.

Gathering Data and Goals: We seek to gain a thorough understanding of who you are and what you value most. Working from that foundation, we can create your custom plan and build a framework to grow and protect your wealth.

Evaluating Financial Status: In addition to exploring your goals, we analyze your risk tolerance, business commitments, family situation and more. By conducting a thorough evaluation of your current financial situation, we can develop strategies engineered to achieve your goals.

Develop and Present Our Recommendations: All of our proposals are dependent upon your review and endorsement. Through every stage of our partnership, we are committed to enhancing your understanding of the strategies in place.

Implementing Your Plan to Action: To protect your financial future, we will ensure all areas of your plan meet your expectations. While implementing your custom strategies, we will coordinate our process with additional members of your team, including legal, accounting, and trust professionals. Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.