Planning is bringing the future into the present.
We're excited to unveil a new site soon that will provide you with even more value and resources to support your journey towards building generational wealth. Our goal is to empower you with the tools, knowledge, and strategies necessary to create a lasting financial legacy for your family. Join our list and be the first to know when we launch or if you can't wait, reach out.
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Cash Flow Game Night at The Agency
One Accord Investments hosts a monthly Game Night every last Friday of the month. Join us a for an evening of finance, fellowship and fun as we learn about money and build our legacies.
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Kickstart Your Journey with This Complimentary Gift
While we're putting the finishing touches on our new website, there's no need to wait to kickstart your wealth-building journey. This complimentary asset planning worksheet will help you gather all the necessary materials, ensuring you're well-prepared to optimize your wealth-building process from the get-go. Plus, if you'd like additional guidance, our team is just a click away – let us know, and we'll be happy to support you every step of the way.