ABOUT FORCE ACRES

When it comes to your future, you don’t just want an advisor.  You want a trusted and loyal partner.  You want somebody who will hear your story, learn what’s important to you, and walk alongside you in pursuit of those goals.  And it takes somebody who can do all of that within your chosen lifestyle.  That’s what it means to have a financial concierge.

 

Force Acres is that cutting-edge, 21st-century concierge financial planner.  To us, concierge service means that you have access to the answers you seek at the exact moment you want them, not just when the branch office is open. At Force Acres, you call all of the shots.  You get 24/7 real-time access to your investment accounts, your plans, and your advisor. You work with a reliable CFP® professional and accredited fiduciary who must always act in the client’s best interests.  And you develop a customized plan tailored to what’s important to you. 

 

Founded in the midst of the pandemic in 2020 with markets and businesses in flux, there was no better time to create a concierge space in the financial planning industry.  Robo-advisors and do-it-yourself brokerages were no help in navigating the uncharted disruptions caused by COVID-19. The ability for you to meet with a professional virtually or in your home suddenly became the expectation, not a luxury.

 

Whether you are newly wed or newly retired, whether you need help with basic budgeting or complex tax and estate plans, whether you are wealthy or not, you need a trusted concierge on your side.