Akers Wealth Management

Retirement Planning Done Right

Our goal is that our clients live their best life during their retirement years. You work and save your whole life so that you can enjoy the fruits of your labor, make sure your Retirement Plan is FRUITFUL!

Be careful of ads for a tax free retirement account, most of them are ads to sell you life insurance. We are a Registered Investment Firm. We do NOT sell life insurance. We help our clients get through retirement without running out of money and paying as little taxes as possible.

Social Security

What's The Best Way To Maximize Social Security Benefits?

Retirement is like a puzzle with a lot of pieces to put together. Social Security is the puzzle's border, which is why it must be put together first. Don't make the mistake of taking Social Security too early or late. Let us help you find the perfect time for this crucial piece of the puzzle.

Taxes

Why pay more if you don't have to?

All that money sitting in your retirement account could be subject taxes. While we can't get out of paying taxes, there are ways we can minimize how much we pay. Most people just don't know how.


Required Minimum Distribution (RMD) is the income the government will make you take from your qualified IRA accounts when you turn 73, whether you need or want to! And guess what? You will be taxed on it! The good news is, working with a retirement expert can help you reduce or even eliminate those pesky RMDs.

Portfolio management

Why is it important to have a good financial advisor?

Keeping up with the market

A Financial Advisor will know the trends of the stock market and what to look for.

Tax Preparation

Looking ahead at what taxes will be in the future and knowing if and how to reduce them.

Financial Planning

Calculating how long your retirement savings will last and creating a plan to make it last longer.

WHO IS AKERS WEALTH MANAGEMENT?


Akers Wealth Management offers Financial and Retirement Planning with access to stocks, bonds, Treasuries, fixed products, IRAs, Roth IRAs, etc. and have helped thousands of clients over the years. We know that not every situation is the same, so we take the approach of meeting with each individual or family, finding out their goals, needs, resources, and time-frame, then we custom build a plan for that particular client. We don't do a "Cookie Cut" approach, but we work hard to create the most effective and tax efficient strategy for each client.

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James Akers

President of Akers Wealth Management

Get In Touch


Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Akers Wealth Management are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

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