Fee-only Fiduciary Independent



 

Other Services

As a client of Arch Financial Advisors, your holistic personal financial plan may include ongoing reviews of the following:

Goals and Values.  Your goals and values are the foundation on which your personal financial plan is built.  Everything else is coordinated so that you can achieve your goals while remaining true to your values. 
 

Risk Management.  Determining how much insurance coverage you need, what risks you can afford to self-insure, where you should buy your insurance, how much you should pay for it, and understanding and maximizing your employee benefit package are vitally important to your financial security.
 

Estate Planning.  Estate planning goes well beyond making a will. It may involve naming a guardian for minor children, making provisions for dependents with special needs, addressing medical directives and other end-of-life considerations, minimizing estate taxes, determining when a trust is appropriate, and deciding how to most effectively transfer ownership of a small business.  We’ll help you consider choices you can then implement with your attorney.

Cash Flow Planning.  Deciding in advance how you will spend your money ensures you are making regular progress toward financial independence and keeps your plan on track. If you are dealing with debt and spending issues, we will help you set priorities and gain control over your money.
 

Education Funding.  If you have children or grandchildren, identifying the right mix of alternatives and maximizing their use is a complex and confusing process, but there are ways for families of any income level to effectively save for future college costs.
 

Business Planning.  Owning a small business can have a big impact on your personal financial plan – in taxes, in risk management, in cash flow, and in estate planning.  Integrating small business planning with your personal financial plan is another key to reaching your goals.
 

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