Investment & Income Planning
Fee Based Managed Portfolios, Active Indexing, Annuities, 529 College Savings
Rather than follow the sales-driven demands of a corporate office, we report to one person alone: you. We'll help determine your asset allocation needs and better understand your risk comfort zone. Then create an investment plan consistent with your goals and time horizon before recommending investment solutions to help you pursue your most important goals.
Strategic Planning
Deep Bench of Resources
Before you can have a financial plan, you need a solid strategic plan. We’ll take you through the process of identifying where you want to be in the future then charting steps to get there.
Retirement Planning
Navigating the complex world of retirement accounts
We’ll help you plan for a more fulfilling and meaningful retirement. First, we’ll evaluate your current financial status and create a strategy that will help you pursue your desired retirement lifestyle. Then we’ll assemble a plan that addresses ways to maximize growth and tax-efficient distributions, along with maximizing your legacy.
Tax Planning
Taxes - Your biggest bill!
Taxes are complex and can change from one year to the next. So, we take a comprehensive approach to help you understand your circumstances with coordination with your tax professionals. Our seasoned team brings you decades of trusted experience. We're committed to working with you to keep you informed about how your investments and financial planning decisions impact your overall tax liabilities.
Insurance Planning
Disability Income Insurance, Life Insurance, Long Term Care Insurance
A key component of your overall plan is making sure you have appropriate insurance in place to protect your portfolio from unexpected events. We'll conduct periodic reviews of your insurance to ensure that your coverage is appropriate for you and your family.
Legacy Planning
Trust & Estate, Retirement Assets, Real Estate, Investment Accounts
A well thought out legacy plan can give you more control over your assets and even provide administration should you become disabled. We’ll work with you to build a coordinated master plan to protect your assets and allow for a smooth transfer of wealth as well as minimizing your tax liabilities.
Let’s Build Something Special
The Arkhitekton team is ready to roll up our sleeves and get to work building you a masterful financial plan.
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