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Client Centered Practice

Client Centered Practice

Your hard-earned money is at high risk for being lost to taxes and fees if your advisor doesn't know to ask you the right questions, is not aware of changes to the turbulent tax code, and/or hasn’t been trained on high-level retirement planning strategies. Akers Financial Group is dedicated to staying up to date on the most elite training programs to bring the best in class service to our clients. 

What it means to be a member of the Master Elite IRA Advisor Group

Members of Ed Slott's Elite IRA Advisor GroupSM train with Ed Slott and his team of IRA Experts on a continuous basis. These advisors passed a background check, complete requisite training, attend semiannual workshops, webinars, and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees. Additionally, members have access to us, America’s IRA Experts to answer any tough questions or planning needs.

Retirement planning is complicated, and you need an IRA specialist in this area. It is a personal and situational endeavor with possible pitfalls in the way of success. Work with a financial professional who invests in his / her education to eliminate risk and keep more of your retirement dollars for you and your family.

What makes us different by being a member of the Elite Advisor Group?

  • Our group encompasses a range of financial advisors, CPAs, estate planning attorneys and insurance agents
  • These high-caliber advisors are investing over $7,000 per year toward IRA education to help their clients
  • Members are specialists in retirement distribution planning

Membership in Ed Slott's IRA Advisor Group means having:

  • Semiannual IRA educational workshops per year with Ed Slott and his team of IRA Technical Experts, along with guest speakers from Ed Slott and Company's network of expert colleagues
  • Instant access to a wealth of resources ONLY for members of Ed Slott’s Elite IRA Advisor Group, including Ed Slott and Company's custom-designed modules - diagnostic checklists that advisors can use to ensure their clients' IRAs are set up and maintained correctly
  • Immediate updates via email, webcasts and videos on the latest changes to IRA tax laws
  • 24/7 access to our Experts to confer with on complex cases
  • A network of the top financial advisors in the country

Copyright ©2020, IRA Help, LLC. Reprinted with permission IRA Help, LLC takes no responsibility for the current accuracy of this information. IRA HELP - ED SLOTT