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Accumulators

People that prioritize paying down debt and put a high emphasis on long term savings are what we call “Accumulators”. If you are part of this group then you are proactive, goal oriented, and committed to enhancing your financial well-being.

The accumulators that we work with will often fit into one of the following categories:

  • Want financial independence or early retirement
  • High earners, wanting to build wealth (newly minted or experienced professionals with debt or complex planning needs)
  • Those with two incomes and no dependents/children, etc.

Accumulators are in it for the long term and value the guidance of a dedicated advisory relationship. Old Port Advisors offers detailed financial planning, tax efficient investing, and comprehensive asset management to investors as a committed member of their team of advisory professionals.

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