ABOUT FORCE ACRES

When it comes to your future, you don’t just want an investment advisor.  You want a trusted and loyal partner to guide you to a Legacy by Design.  You want somebody who will hear your story, learn what’s important to you, and not just walk alongside you in pursuit of those goals but actually navigate you to them.  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 plans, your investment accounts, and your advisor. You work with a reliable CFP® professional and accredited fiduciary who always acts in your best interests.  And you receive a customized plan tailored to what’s important to you, with full flexibility available when you change your mind.

 

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.  Artificial intelligence, 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 navigating a recent retirement or managing a complex estate, you need a trusted partner to help steward your wealth and ensure your legacy is built by design.