Crumley & Associates has been working with Tom Dranger and his Accelerant Team for over 12 years. They continue to be an integral component of our financial planning for new plans and recurring plans as well. For Crumley & Associates, having Accelerant on board has provided us a high level of expertise in not only the financial planning tools, but also in the collaboration process that results in professional deliverables and excellent recommendations for our clients. Our financial planning business model would not be nearly as successful without Accelerant.

“Tom Clearly understands what advisors need from our planning software and is astute at incorporating advisor strengths into a sustainable and repeatable process to deliver on planning engagements.”

“If you truly want to build a robust financial planning department, you will hire Tom”

“A job well done! Most important to me was the time and interest you took to provide the information I needed in the way I asked for it.

Truly your service and product exceeded my expectation. I was afraid I was going to get boilerplate, but I got a plan that was done in the manner I requested.

Your consulting service appeared to me to put Judi over the hump so she could begin to grasp Naviplan. It wasn’t until you worked with her in the private sessions that she really began to understand Naviplan. Thank you for everything you have done to help us help our clients.”

“Tom has been very valuable to our financial planning practice in helping us to deliver on our financial planning commitments to our clients. He has developed an in-depth knowledge of the FP Tool Suite, particularly Naviplan, which makes him a valuable resource to any P2 practice looking to ramp up their production.”

“Tom’s staff training service is the best investment I’ve made in my practice all year. Carlos is able to complete the entire analysis and create verbiage for final recommendations himself.”