Ideal Client: For the Tier III client, like the Financial Planning client above, your personal finances have gotten complicated. Additionally, a Tier III client is possibly retired or approaching retirement. In this tier, you may be looking for the additional services of tax preparation, charitable giving strategies, and wealth transfer.
Acadia’s Goal: This level of service provides comprehensive financial services. We ensure enhanced personal solutions for your complex financial situation through extensive planning, goal-setting, and actionable steps to achieve financial contentment. At this level of service we review, organize, plan, and manage nearly every aspect of your financial life.