Are We a Fit?

This page is your ultimate destination for gaining a comprehensive understanding of ACT Advisors, the array of services we offer, and much more. As you explore, consider how our values resonate with yours, how our services meet your needs, and how our thriving clients inspire you. If you’re ready to get started, click the link to schedule time with our team to begin the process.

Strategic Planning

Strategic Plan Foundation​

We meet to understand your objectives and goals. Then, we analyze your cashflows and investments which form the bedrock of our foundational scenario. This framework serves as a reference point, helping you make data driven financial decisions.

Risk Management Review

We’ll help you determine if you are adequately protected against known risks and identify any unnecessary coverage that might be costing you money. We conduct a thorough evaluation of your property and liability insurance, life insurance, disability coverage, long-term care policies, and more.

Tax Planning Review and Analysis

Our goal is to help you minimize your tax burden and maximize your overall financial well-being. We meticulously analyze your income tax return and compensation program to identify potential tax strategies that are suitable for your specific tax bracket.

Estate and Legacy Review

We understand the significance of estate planning in preserving your legacy and ensuring your loved ones are cared for according to your desires. We review your documents to ensure that they reflect your intentions. We analyze the distribution of your assets and evaluate potential tax consequences.

Unfiltered Client Reviews

You can understand a lot about us through insights shared by our current clients. These authentic reviews mirror the care that we provide. While we encourage clients to post reviews, we provide no compensation or exert editorial control over their feedback. Explore their genuine opinions below. 

  • I welcome this opportunity to share my high regard for Doug English and Act Advisors. I have been a client for decades. I’m now comfortable and really enjoying my retirement . This is all thanks to Dough and Act Advisors. Any time, under any circumstances you will receive help both professionally and personally. These professionals will work to protect and grow your wealth. You will not be treated as a commodity. All calls are returned, all questions answered, solutions options offered. Honestly I am not the best customer. Money makes me nervous and I haven’t always done my part. Yet here I am enjoying my life and family because of Doug and all those who work at Act Advisors have helped me. Please investigate Act Advisors and give them a chance to help you reach your financial goals. One of my best life decisions has been Doug English and Act Advisors

    MARY JANE Kearney Avatar MARY JANE Kearney
    August 8, 2023

    I have been with Doug English for approximately 20 years and trust Doug and his other advisors completely. When my husband passed away 10 years ago, Doug helped me maneuver all the obstacles that came along and I needed lots of help at that time. Doug and Wes Johnson have always been there to answer any questions I have had, no matter how trivial. I would recommend them to anyone. They really take care of their clients.

    Judy Arms Avatar Judy Arms
    September 27, 2023
  • We have been with ACT Advisors for over 15 years, and we are delighted with the growth of our portfolio during that time. The ACT team is always available to talk with us whenever we need advice, and their thorough analysis of market conditions is very sound. We would recommend anyone looking for a financial advisor to look into ACT Advisors – they have a proven track record.

    Mike Chodnicki Avatar Mike Chodnicki
    August 16, 2023

    My wife and I have had the pleasure of working with Pat Latta and the whole ACT Advisors Team for years, and we cannot express enough how impressed we are with their professionalism and expertise. Pat took the time to truly understand our financial goals and aspirations, and then crafted a comprehensive plan tailored specifically to our needs. He patiently walked us through each step of the process, ensuring that we fully understood all of our options and felt comfortable with the decisions being made. What sets Pat apart is his genuine care for his clients’ financial, as well as personal, well-being. His proactive approach to financial planning helps us feel confident about our financial future and empowers us to make informed decisions. We highly recommend Pat and the entire ACT Advisors Team to anyone in need of expert financial guidance. Their dedication, integrity, and personalized service make them stand out when compared to other financial service providers we have worked with in the past. Thank you, Pat and Team, for your exceptional support and guidance!

    Jack Vandenberghe Avatar Jack Vandenberghe
    February 12, 2024

Low-Total Cost Portfolios
Aligned with Your Vision

At ACT Advisors, our investment committee works to craft investment portfolios tailored to your unique circumstances. Whether it’s aligning with your financial objectives, risk tolerance, or existing investment mix. We have a keen focus on minimizing costs to help optimize returns. Our investment screening process is designed to reduce all expenses, including management fees, tax drag, and structural inefficiencies. These are just a few of the strategic approaches we implement in our carefully constructed wealth portfolios. 

Investment Strategy Playlist

2 Videos

Direct Indexing Strategy

This investment strategy involves owning individual securities directly. It allows for custom tailored portfolios and can offer greater tax efficiency through tax-loss harvesting at the individual stock level.

Tax Loss Harvesting

This proactive investment strategy strategically sells underperforming assets in order to offset capital gains.

Stock and Bond Rotation Strategies

Our stock and bond rotation strategies involve shifting assets between different sectors based on market conditions and indicators.