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Financial Professionals

at acuff & associates, our product – our only product – is our advice and the services we offer.
We do not sell investment products or give investment advice. That means that we can partner with you as financial advisor, and you have the assurance that Acuff & Associates will not compete with you in any way. We also work to keep you up-to-date on retirement plan issues – whether through our e-newsletters, periodic forums we sponsor for financial advisors, or regular personal meetings with financial advisors.
     We know that as a financial and investment professional, you’re committed to finding investment solutions for clients – and to finding new clients. Acuff & Associates helps you concentrate on your priorities by being as much a marketing partner as you need us to be. We help you understand the retirement plan marketplace and we keep you updated on the most creative retirement plan designs available.
When you have a retirement plan prospect, Acuff & Associates will be happy to meet with you and the prospect to determine their needs, and when appropriate, provide plan design ideas through simple, easy-to-understand illustrations. Our goal is to let you do what you do best without having to worry about what we do best. And, we make you an important promise – when you recommend Acuff & Associates to your clients, we’ll make sure that you’ve given sound advice.
     We are led by highly experienced Principals and an ensemble of dedicated and experienced Relationship Managers who are experts in highly specialized disciplines such as 401(k) administration and design, pension plan consulting and design, and compliance services.

how we do it

the acuff advantage program for financial professionals
Working with you to research options
for your client
Providing resources for presentations

Information gathering
Meeting with you and your client
(if desired)
Identifying your client’s retirement
plan goals
Outlining options for the retirement

Preparing Plan Documents
Helping the Employer understand
its responsibilities
Launching the Plan

Preparing Government forms
Client meetings


meet our partners


mutual fund partners