Our Firm

I have been serving people just like you since 1976.  I believe that the many years of experience I have in the retirement and estate planning industry have proven to be a great asset to my clients. 

As we approach or enter retirement, our main focus shifts to preservation.  I use the word preservation for pre-retirees and retirees. At this stage, our primary focus shifts from accumulation, to protecting what we've worked so hard to build. Clients want to make sure investments continue to grow and outperform inflation and taxes. 

Our goal at Acker and Associates, is to help our clients have peace of mind during uncertain times.

I primarily work with individuals, families, self-employed and small businesses. Many of my clients are second and third generation clients.