We pride ourselves in offering comprehensive financial planning. We have been able to to accomplish this in a boutique firm setting by surrounding ourselves with three of the largest players in the independent financial services space.

As one of the largest networks of independent wealth management firms in the United States, Advisor Group gives us the scale we need to operate as fiduciaries for our clients with independence at the forefront.

We needed to work with a back office that had vast experience and stability to make our clients onboarding process run as smooth as possible. Securities America has proven to be an excellent independent Broker Dealer to not only take care of the backend of our practice, but to support our ever changing compliance, education, and supervision rules as well. They are one of the leaders in the industry with a strong tenure of upper management. They also have a diverse lineup of financial companies that we can leverage for our clients.

Arbor Point Advisors is who we chose to partner with for our Registered Investment Advisory (RIA) firm. Since joining the RIA back in 2015, we have seen a tremendous amount of growth. We started off as an RIA with a few hundred million dollars in Assets Under Management, and since then, we have seen the assets grow to over $3.8 Billion dollars.* This gives us access to tools and programs for our clients that not every independent advisory firm can match. With our RIAs asset growth, this makes us one of the largest independent RIAs in the country! 

*As of 10/05/2020

Step 1 – What's your Vision

Having a vision of your goals and wishes helps us design the right plan for you.

We need to learn about your specific goals for you and your family. What is most important to you? Do you want to just enjoy the free time that you have, become a world traveler, do some volunteering? We want to understand more about you and the art of your retirement plan (not just the numbers). What is the point of all these assets? What are they earmarked for? Is it simply to make sure you never run out of money, or are you looking to also accomplish some things from your bucket list that you have been putting off all these years? We will listen and build a financial plan that matches the future vision of your retirement.

Step 2 – Get Clarity

Answering questions on your benefit plans provides clarity.

You've worked hard for what you have. You have done a lot of the heavy lifting by saving and working for many years. We are here to help alleviate the stress and confusion as to how all these retirement accounts work together. We have concentrated our time learning about the most popular benefit plans most people have questions on: 401(k), Roth 401(k), After-Tax Savings, IRA, Roth IRA, Inherited Accounts, Pension Plans (both formula-based and cash balance plans), Stock Options/Restricted Shares, Insurance Plans (life, long term care, medical, dental, vision), and Social Security income planning. We educate you first on how all these plans work together in a cohesive fashion, keeping tax and estate planning rules and regulations at the forefront of our decision-making process. Once we have reviewed all your accounts to see what your mix of savings and protection looks like, we can move on to Step 2 of the process.

Step 3- Make an Impact

Advice is great...Action is better!

The final step is to act on your plan that we have provided you. By giving you exact steps to take, you have come to a fork in the road. The final decision is not IF you should implement the plan, but rather if you would like to do it on your own or have a professional handle it. If you would prefer a professional, we will get all the recommendations done one at a time. We find that the most common things we do right away are usually tied to rebalancing your accounts, putting the right insurance policies in place that are needed, and working with your tax and estate planner to make sure you are covered in these areas of your plan as well. Don’t worry, if you do not have a relationship with a professional, we can coordinate with one of our recommended partners we built a relationship with over the years. Once everything is in place we move on to monitoring the plan and taking action when needed along the way. We are a comprehensive financial planning firm that can handle all aspects of your plan.

*Monitoring of investments applies to advisory services only.