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Estate Planning

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Estate Planning

Wealth Management

Alternative Investments

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Estate Planning

Wealth Management

Alternative Investments

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Patti Parker, CFP®, CDFA®, CEP®

Advisors

Sep 19

Written By GG Gregg Guinta

GG Gregg Guinta

Elizabeth Szabo

Dawn Steinert

Guidance for a lifetime.

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Estate Planning

Financial & Retirement Planning

Alternative Investments

© 2026 Accurate Advisory Group Inc. All Rights Reserved.

Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Registration does not imply any level of skill or training. Insurance services offered through Accurate Advisory Group Inc. Securities offered through AAG Capital, Inc. Member FINRA/SIPC. Information presented on this site is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. While tax and estate planning advice for Accurate clients is unbilled, preparation of or updates to tax returns and estate planning documents may carry associated fees.

* Testimonials are from Accurate Advisory Group and/or Accurate Wealth Management customers, and they were not compensated.

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