At Arch Global, we believe that financial planning must be approached in a disciplined and holistic manner, because every financial decision you make can affect another. To make that happen, we follow these 5-steps in order to implement the right strategy for you:
we start with an in-depth discussion about what your financial goals are, your needs and wishes, and even your family dynamics.
we work with you to gather data around your current situation including what you have, what you owe and what you spend.
blending technology with the personal touch, we design a clear investment strategy based on your data, tolerance for investment risk and the length of time you have to invest. It will include a road map that outlines where you’ll be financially in 5, 10, or 20 years from now.
we put your financial strategy into action by making the appropriate product and investment recommendations like Asset Protection, Retirement Planning, Tax Planning, Estate Planning, Investments and more.
this is the most important of the 5-step process and where the discipline is enforced Leveraging our Asset Management program, we review you plan annually, measure its performance and re-calibrate it, as needed.
The process is focused and thorough, with the goal of helping clients achieve greater financial clarity by providing tailored and tangible solutions...allowing them to continue doing the things that they enjoy most.
our extensive financial platform gives us access to money managers in the equity, fixed income, real estate and commodities markets.
TAX PLANNING SOLUTIONS:
our advanced tax planning services provide you with a deeper look into your finances, finding you ways to potentially save more money.
ASSET PROTECTION SOLUTIONS:
working with professionals in different industries like technology, healthcare, consumer discretion, energy and emerging markets, we understand the exposure that certain professions carry and will leverage that knowledge to plan for the future.
having a sound retirement plan in place is crucial because life expectancy is on the rise, as are the complications that go with it.
ESTATE PLANNING SOLUTIONS:
our estate planning team will help you minimize estate taxes and ensure that the right amount of assets are inherited by the right beneficiary.
Check out our proprietary Arch Global portfolio management program, JUMBO, created to help our clients achieve greater success.