My Process

Every financial need is different, your solution should be as well. I work with my clients to come up with a unique approach that best fits their current and future needs. My process is not meant to be completed in our first meeting. Depending on how complex your needs may be, we may meet 2-3 times before formulating a financial strategy that works best.

What to Expect?


This is where our relationship begins. I’ll share a little about myself, my practice, and the types of clients I generally work with. However, the majority of this time is where I focus on you, your family, and your financial goals. I try to make this more of a conversation, rather than simply asking you a bunch of questions.


Taking the information I learned from you during our Discovery session, I’ll share some concepts and ideas that I think will be helpful in getting you where you want to be. At this stage it’s important that you understand the “why”. Questions are encouraged. Everything I talk about can be further customized to you, but it will give us a good idea if moving forward is in your best interest.


Finally, I’ll present you with the solutions that I believe are the best path for you to get to where you want to be. We’ll go over the plan together and I will answer any final questions before it’s time to move forward.


Theodore Ackerson is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of KY, NC, NJ, NY, OH, and PA. No insurance business may be conducted outside the states referenced.

Theodore Ackerson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 225 W Station Square Dr Ste 300, Pittsburgh, PA, 15219. In this regard, this communication is strictly intended for individuals residing in the states of NC, and PA. No offers may be made or accepted from any resident outside the specific states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​