Sloane Herman
Client Relations Manager and Marketing Director at Accelerated Wealth - Colorado Springs, CO, US
Sloane Herman's Colleagues at Accelerated Wealth
Sloane Herman's Contact Details
719-466-5627
Accelerated Wealth
Sloane Herman's Company Details
Our comprehensive planning process involves the use of our proprietary Five Basket Financial Plan(R). We believe that a nest egg should be divided appropriately between each of the 5 Baskets not only to diversify across investments, but diversify across strategies. As an SEC Registered Investment Advisory Firm, we operate as fiduciaries, meaning there is a legal standard requiring the client's best interest to be placed permanently at the front of every recommendation and strategy. Our goal is to provide confidence and peace of mind, through the conduit of sound financial planning.