Welcome
Academy Financial, Inc. is a financial services firm that specializes in developing innovative concepts seeking wealth creation and preservation. Academy Financial is comprised of a number of advisors with over 100 years of combined industry experience, a team of associate planners, and a dedicated support staff which includes professionals who provide advanced estate and tax reduction strategies, and a Chartered Financial Analyst (CFA) for the development of creative investment strategies.
We focus on the complex financial planning needs of business owners, executives, retirees, and affluent individuals. Academy Financial's cross disciplinary approach allows us to identify and build holistic plans for our clients from a legal, tax, investment, business, and retirement perspective. Academy Financial, Inc. is committed to providing exceptional service to our clients and offering comprehensive financial plans, wealth management services, estate planning strategies, business succession strategies, retirement, and investment planning.
Academy Financial's advisors are independent and have an open architecture approach. Our Broker Dealer is LPL Financial.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.