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FINANCIAL SOLUTIONS FOR
INDIVIDUALS & BUSINESSES

Financial Planning & Solutions for Individuals

ACI Group’s Portfolio Management and Asset Allocation Services:

• investing in securities that the Firm believes to have the best current risk to reward ratio given the client’s return requirement (if any), risk tolerance, liquidity needs, time horizon, tax considerations, any unique preferences or circumstances, or any permitted or excluded investments
• an initial consultation and follow-up meetings if needed, to determine the client’s appropriate investment strategy
• an offer of an annual review around the beginning of the calendar year to discuss changes in client’s financial condition, client’s securities and firm’s market outlook
• advice and recommendations based on services and securities
• periodic newsletters regarding the financial markets
• voting securities on behalf of the client

ACI Group’s Financial Planning Services

ACI Group reviews the client’s present financial situation and issues written financial planning recommendations. ACI Group takes a fully integrated, comprehensive approach to financial planning that is centered on what’s most important to each client. We focus on the client’s unique goals through each phase of the lifecycle (accumulation phase, consolidation phase, spending phase and gifting phase) and develop an actionable plan to achieve them.

• preparation of a comprehensive financial plan
• financial projections
• investment planning
• retirement planning
• estate planning
• tax planning
• education planning
• insurance planning
• budgeting and cash flow analysis