Wealth Management

Life-Long Financial Guidance Free from the Influence of Commissions

Wealth is not built alone. You need a team who understands you and every aspect of your financial life in order to achieve the results you desire. From thoughtful strategy to implementation, Archford’s team of experienced, highly credentialed investment professionals will guide your family to a successful future, regardless of what life throws at you, bearing truth to our motto: “Taking Care of Families.”

Everyone’s financial situation is unique, so our first step is always to customize a blueprint for getting you to your financial goals. This blueprint will be made up of many moving parts, some of which may include:

  • Asset allocation and investment planning
  • Portfolio risk and performance monitoring
  • Estate planning
  • Life and long-term care insurance analysis
  • Comprehensive retirement analysis
  • Future event planning
  • College savings analysis
  • Social security analysis

Which services go into your blueprint will depend on where you are in life. What worries you when you think about your finances? Was there a recent event that caused you to consider seeking advice? What are your financial objectives and priorities?

The answers to these questions will help us tailor our services to your needs, and together, we’ll maximize and protect your family’s future.

We’ll start by sitting down and talking.

Our Process

Here at Archford, we believe a customized strategy is the only way to successfully help you reach your financial goals. That belief is at the root of our process, in which we help you determine your financial priorities before crafting a blueprint for reaching financial success — however you define it. This is how we’ll start:

Establishing Financial Objectives

Your financial situation is made up of components completely unique to you, your life, your business, and your family. Our team will review everything from your family values to your income and tax status in order to help establish your goals — whether that’s saving for retirement, or preparing to sell your company, or anything in between.

Developing a Blueprint

Next, our team will conduct research and collaborate with one another to determine what moves will help you reach your goals. As we develop a customized blueprint, we will meet with you for follow-up sessions to present our strategies and listen to your input.

Implementing Your Blueprint

You’ll have the support of our full team as we work to set you up for success. Here at Archford, we have access to the best financial professionals and investment resources in the world, so you can rest assured that you, your family, and your business are in the best hands.

Ongoing Evaluation

You’ll always be fully informed about your financial well-being, and we’ll meet regularly to review our progress and discuss important changes, both in your life and in the financial market. We’ll be with you every step of the way to recommend updates to your custom blueprint to keep your future right on track.

So let’s meet for coffee and talk about how Archford can help you reach your financial goals. Click here and fill out our contact form  so that one of our team members can get in touch.