Access Financial Planning, LLC 40R Merrimac Street, Newburyport, MA 01950

Access Financial Planning, LLC is a finance institution located at 40R Merrimac Street in Newburyport, Massachusetts, United States. Our services are provided by a fee-only CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent, ensuring unbiased guidance without any product sales. We specialize in tax-efficient retirement planning and investment management, helping clients nationwide and in the Boston area.

At Access Financial Planning, we focus on designing, building, and protecting your wealth strategy based on your unique needs and values. We work with you to clarify your financial goals and create a personalized plan to achieve them. As a fiduciary, we always put your interests first, providing peace of mind and confidence in your financial future.

We understand the importance of privacy and will never sell or give away your information. Our goal is to help you achieve your financial goals with clarity and confidence, allowing you to focus on what matters most to you. Take control of your financial success by completing our risk assessment questionnaire and receiving a personalized portfolio risk analysis report. Let us help you align your investments with your risk tolerance and secure your financial future.