Working With Us
Accredo Financial Solutions, can be your trusted partner in supporting your journey to financial wellness. We are committed to helping you fulfill your lifelong financial needs, by providing relevant and unique solutions to suit your pockets and individual circumstances.
It is our aim to build and maintain enduring relationships by providing products, processes and service delivery that exceeds your expectations. Our broad range of advice, insurance, investments and health offerings provide you with the best possible financial solutions, because good financial wellness enables you to achieve your goals in life.
What We’re About
Accredo Financial Solutions delivers a consistent and professional service to assist with financial wellness.
“We are passionate about people and financial planning.”
“Values-based Financial Planning, excellent service and long term relationships are the core values that drive our business.”
Values-based financial planning is specific to your needs. Sound advice and the implementation thereof are at the core of our profession. We are committed to ongoing training regarding changes in legislation. Industry related regulatory examinations / accreditations have been successfully completed and are up-to-date. This ensures financial planning advice remains relevant and current.
More About Personal Planning
Drawing up a will
Limiting estate taxes by setting up trust accounts in the name of beneficiaries
Establishing a guardian for living dependents
Naming an executor of the estate to oversee the terms of the will
Creating/updating beneficiaries on plans, including life insurance
Organizing funeral arrangements
Implementing annual gifting to reduce the taxable estate
Setting up durable power of attorney (POA) to direct other assets and investments
Estate taxes are levied onto an inherited portion of an estate if the total value of the estate exceeds an exclusion limit set by law. However, if a spouse is to inherit an estate or portion thereof, the spouse does not pay estate taxes and this will then be considered as Marital Deduction.
However, if the surviving spouse passes away, the beneficiaries will be required to pay the taxes if it exceeds the exclusion limit. Let us help you plan effectively so that your beneficiaries can avoid paying excessive taxes on their portion(s) of your estate, should you die.