Individual Financial Planning Services
With a team of Certified Financial Planner™ practitioners you will benefit from our commitment to give your wealth purpose and empower you on the path to a financially secure future. We provide comprehensive advice that considers your needs, life goals, and looks beyond what you have to invest. Our fee only, client first approach ensures the highest level of objectivity.
Clients begin their planning with our Discovery Process, gathering information about your specific objectives. We work with you to provide a reasonable savings and investment strategy to improve the probability of meeting your goals. Planning often culminates in designing cash flow strategies to fund your specific goals.
Examples of financial planning engagements and applying our expertise include:
- Planning for retirement
- Coordinating multiple goals such as funding college for the kids
- Establishment and funding of Retirement Plans
- Inherited (stretch) IRA's and Required Minimum Distributions
- ROTH Conversions
- Retirement Distribution Planning and early retirement (SOSEPP) withdrawals
Relevant Blog Posts
One of our mission stated goals is to empower our clients on a path to secure their own financially confident future. For that reason, we regularly host educational events that provide a variety of life and financial tools to help our clients and guests relieve the anxiety around financial planning. The event feedback has been […]
At APCM Wealth Management for Individuals (AWMI), we are a team of smart, driven and capable professionals who enjoy autonomy and flexibility due to the respect we have for each other. Together we approach our work of defining team goals, and the tasks to achieve them, with energy and passion. Individuals’ strengths and interests are […]
Krista Dennison is the newest member of our client service team. She will be working with Mary Kate Herndon, double-checking the check boxes and submitting forms so that our clients’ financial plans are implemented smoothly. I was born in Anchorage, not far from the ACPM office where I have now been working since January. […]