Meeting your needs
You’re not going to run out of money. You’re going to run out of time. So, we recommend you optimize how you spend your time At ARM Financial, we want to help you understand how your money affects you and the things that are important to you. A key benefit to working with us is having an unbiased third party reminding you to focus on the things that are important to you. We can also help relieve the burden of making investment decisions and make you feel like your money is working as hard as possible for you.
Your Story, Our Expertise
What do you want to do?
I want to feel secure about my financial future
We understand. It can be difficult to know where to start with so many unknowns about the future. Our process takes your through the steps to understand where you are, where you want to go, and how to get there. We serve clients from the middle of their careers through retirement. We have coached clients through that transition and provided steady income for them after they chose to stop working.
I want to make the most of my retirement assets
This is where ARM Financial shines. Too many advisors have not made the adjustment to investing in a low interest rate environment. We practice thoughtful and agressive investing to maximize long-term returns. Many studies show that seeking to maximize returns while you are working reduces your risk of running out of money in retirement. We are always looking at opportunities to improve your returns. We’re also on the lookout for hazards due to changes in the laws and financial conditions.
I want to provide for loved ones
We hear this frequently. Giving gifts and estate planning are critical parts of your financial plan. We can advise you on estate planning tools like trusts and your will. We can also walk you through the most important steps for successful estate planning like knowing what you own, how much you’ll need, how to title accounts, how to make your executors and trustees successful, being realistic about what you can control after you pass, finding good advisors, and keeping your plan updated.
I want to align my investments with the causes and issues important to me.
We are here to help you accomplish your goals. We often help our clients select investments that reflect the things that are important to them.