Retirement Strategies

At Accent Retirement Strategies, we hold ourselves to the highest standards of integrity. Every decision is centered around your interest alone.

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Independent advice grounded in our core principals

We are an independent brokerage, dedicated to personalized service. We help all our clients build the retirement they want by preserving and protecting their wealth with responsible and consistent planning.

Independent Advice.

As an independent firm, we have a fiduciary responsibility to make recommendations based solely upon what’s best for you. We must make your financial goals our highest priority. Our goal is to help you build a long-term portfolio with a level of potential growth that gets you to retirement and beyond.

Uncompromising Principles.

The most important key in your relationship with an advisor is trust. Our entire team is held to a high standard for ethics. We require every team member to make decisions that are based on your best interests.
How We Do It

Customized Plans

Designed Just for You

We use our five-step planning process to uncover what you truly want and find the right solutions to fit your needs.


Identifying Your Goals

Everyone envisions retirement differently. What does retirement look like for you? How do you want to spend your time and who do you want to spend it with? In order to build a plan that fits you, we have to get to know you first. We’ll have a conversation to explore who you are and what you truly want from life, both now and in the future.


Examining Your Current Situation

In order to draw an accurate plan to get you to your goals, we need to know where you’re starting from. We’ll examine your current financial statements to uncover:
• How much money you have saved
• What account types you currently own
• How much risk is appropriate for you
• How much time you have before retirement


Creating an Investment Plan

Our plans are never one-size-fits all. Instead, we build strategies based on your personal situation. We take a disciplined approach designed to keep you on track towards your goals but also flexible enough to adapt to life as it happens.

Your well-developed plan can help you limit exposure to unnecessary risk and maximize your results. As independent professionals, we seek out the best options for our clients and search for the most appropriate carriers to fit our clients’ needs.


Implementing Your Plan

Once we’ve created your plan, it’s time to put it in motion. But don’t worry – we’re here to guide you through every step of the process. We’ll help set up new accounts, transfer funds, and make sure nothing gets overlooked as your plan goes into effect.


Reviewing and Processing

We don’t just “set it and forget it.” Once we implement your plan, you’ll receive regular reviews and information regarding your accounts, ensuring you’re heading toward your goals. We’ll also adjust your plan as you experience major life events or your goals shift.

We're here to help you find the best value for your money!

We'll assess your situation, do the shopping for you, then work hard to exceed your expectations.

Health Insurance

Health insurance has evolved. With options ranging from telemedicine to full-blown major medical coverage it can get confusing. We’re here to help you choose what makes sense for you.

Life Insurance

Life insurance doesn’t sound complicated right? It pays when you die, right? The answer is, sort of. Life insurance is always evolving. Do you have Living Benefits? Finally you can have your cake and eat it too!


Working with us gives you access to a wide range of financial and retirement products, instead of affiliating ourselves with one company.

Medicare Advantage

Studies show Medicare advantage members live longer healthier lives. Learn more about the managed care difference.

Medicare Supplement

Cover costs that your Medicare card wont such as deductibles, co-payments, and even prescription drug coverage. 

What our customers say about us

  • Accent Insurance is the only place I will go for my insurance needs.
    Jacquelynn B.
  • Great experience. Really know their products. Agents are very helpful.
    Elizabeth J.
  • I just want to praise you for being my agent! You have always kept in touch with me as to my coverage and I appreciate that.
    Millie S.
  • We can always depend on Accent. We count them as friends as well as our health advisors.
    Elaine M.
  • Very knowledgeable & willing to take the time to help me understand the financial benefits of investing in my early 30’s! A+
    Josh H.
  • I can always depend on Accent Insurance to give me the most updated information on my Medicare Health Plan every year!
    Rodney M.