Individual Financial Planning

Who We Serve

At Acacia Financial Group, we have a long-standing history of helping those who are within 10 years of “pulling the trigger” on retirement. Our clients we serve start out by looking for the most suitable financial roadmap that helps them successfully navigate the next 20-30 years 

Clients that benefit most from the Acacia Retirement Blueprint Process, typically have questions such as,  “How do we make sure we don’t outlive our money?", “What is the most suitable way to manage taxes in retirement?” or “How do we stay in the market for the next 2-3 decades without taking unnecessary risk?”  Even if you have already entered retirement, it's never too late to confirm your trajectory or make adjustments to your current retirement plan.

As a fiduciary to our client, we strive to construct a plan for their retirement with the highest probability of success. The first year of our client engagement process typically consists of 5 face-to-face, virtual, or phone meetings.  

If you would like to learn more about the Acacia Financial Group Difference, consider scheduling a complementary "Get To Know You Meeting" with one of our financial professionals.