Do you take a disciplined approach to investing?
What drives your financial decision-making process?
Is your family or business protected from the unexpected?
These are just some of the questions we may ask in order to understand how to help you achieve your financial goals. Using our conversations as a springboard, we take a holistic approach that maps out a tangible strategy, combining your needs for today with the wants of tomorrow.
So, what are YOUR financial goals?
DO YOU WANT TO GROW YOUR WEALTH? YOU NEED:
Access to Institutional Managers, Education Planning, Retirement Planning, Tax Planning Strategies, Investment Opportunities
DO YOU WANT TO PRESERVE YOUR WEALTH? YOU NEED:
Life Insurance, Asset Protection, Tax Planning, Disability Planning, Long-Term Care Planning, Retirement Planning
DO YOU WANT TO TRANSFER YOUR WEALTH? YOU NEED:
Estate Planning, Asset Protection, Tax Planning
Your goals, financial situation and investment preferences are unique. Your Arch Global advisor will take the time to listen to your needs and learn about what’s important. Here are some preliminary questions to think about so we can deploy custom solutions that add measurable value to your bottom line.
Who will decide where the wealth goes?
What are your plans for your business?
Are you interested in giving to charities?
Are you approaching retirement age?
Has there been a significant change in your family or business situation?
What is your method for charitable giving?
How much debt do you have?
Who are your trustees and beneficiaries?
Are you concerned about the effect of inherited wealth?
Do you worry about your investment portfolio?
How much risk should you take with your investment portfolio?
How disciplined are you in saving and funding a plan?
What type of lifestyle do you want to live in retirement?
How disciplined are you in saving for retirement?
What happens if you need assisted living?