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Financial Planning

Holistic financial planning is a professional & comprehensive service each Arbor Retirement Solutions client receives. What exactly does that mean?
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Investment Planning

Where would your financial plan be without a industry-leading investment plan? Our investment planning service includes an investment plan that is built exclusively and specifically for each client, right here in our office.
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Tax Planning

A major consideration of financial planning that many fail to sufficiently integrate is the income tax component. Watch your financial plan reach new heights with our unique income tax integration planning.
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The Client Process

  • Your first meeting with Arbor is designed to give you a full understanding of who we are and how we service our clients. We get to know each other so both parties can determine if a client-planner relationship is mutually beneficial. We don't make recommendations during this meeting and we certainly don't try to sell you any products. There are never any hard-sells at Arbor. We know we may turn out to be your family's financial advisory firm for decades and it all starts with this meeting.
  • After the scope of the client-planner relationship is defined it's time for us to go to work for you. When you come in for your second meeting we will give you a list of documents to bring with you. We gather all of your financial information and ask you all the questions that will be important to your new financial plan. What are your goals? Where do you want to be in 5 years.. 10 years and so on? The better we understand you and your goals the better our plan design will be. It's also important that we properly understand your risk tolerance. This is a very important step in the process.
  • This is our favorite step because it's where our new clients get really excited. After analyzing and evaluating your financial status, we design a plan with multiple recommendations and alternatives. Experience has taught us that communicating those recommendations is not only important, but very difficult with traditional methods. We take an extra step to create individual presentations with modern software that actually makes the process fun to be involved in. Go ahead.. get comfortable on the couch and watch your uniquely tailored presentation on the TV as we walk you through each phase of your plan.
  • After we present your new financial plan we will make any of the necessary changes resulting from your feedback and choices. We will have all your paperwork ready and we will help you work through your new action plan. We take care of everything so that the process is as seamless as possible. You will have access to client portals and all your documentation will be on a portable USB drive. No clutter, no hassles and no stress.
  • After everything is in motion our relationship will continue to grow. We perform quarterly performance reviews and annual financial plan reviews. You can come to our office or we can upload reports to your personal client portal. Gone are the days where you are sold a financial product and you never hear from the salesman again. Our turnover is almost non-existent for a reason. A strong and continuing relationship is needed to maximum your plan's potential. Our clients also appreciate having the option of calling their CPA Financial Planner whenever they need without worrying about being billed. Now that you have a CPA firm worrying about your personal finances, you don't have too. Congratulations!