services

 

The ARP team will tailor a financial plan to fit your personal needs and offer a variety of services to establish objectives for your assets.

Investments

Everyone’s financial situation is different. That’s why we take the time to first understand your current financial needs and long-term objectives before making any recommendations to you.

We focus on plans that are suitable for your needs, efficient in cost and operation, and flexible for the changes that happen in life.

Income Planning

Retirement income planning based upon comprehensive analysis of your retirement income needs to determine optimum positioning of retirement savings will ensure that your money lasts as long as you do.

Legal Issues

A sound estate plan provides peace of mind.

An estate plan includes legal documents that outline the dispensation of personal property and assets upon a person’s death. A proper estate plan ensures that a person’s wishes are carried out, and that he or she is able to pass the greatest amount of assets to their beneficiaries while incurring the least amount of taxes and administrative costs. If a person dies without having taken appropriate actions, their assets will pass according to state statutes, rather than their own wishes.

Our partners have compiled a variety of complex legal documents also addressing tax planning at a competitive price point because of efficient practices. Most of our clients pay half of what other lawyers charge for less comprehensive documents.

Tax Planning

Our advisors are well versed in the ever-changing field of tax law. We implement tax strategies that focus on the overall impact of taxation on your finances.

Asset Protection

Our experts will create custom-tailored plans that are designed specifically for each client, and do not engage in any “cookie-cutter” work of any type. You worked hard for your assets and we’ll work hard to protect them.

Healthcare

Our clients are living longer lives: this requires careful asset planning. The costs of independent and assisted living, skilled caregivers and healthcare are increasing. To ensure that quality elder care is available when needed, we work to maximize our clients’ financial resources, allowing them to age comfortably with security. Our advisors understand how to utilize Medicaid, Medicare, Private Insurance and Veterans Benefits to ensure you have medical care options when needed to protect your family from financial ruin.

Legacy Planning

ARP advisors provide comprehensive strategies to maximize the wealth transferred to beneficiaries of your estate. Our goal is to leave your loved ones a legacy that fully represents your loving diligence and appreciation clicking here.

Eldercare and Caregivers

Our staff understands the challenges faced with aging and the stress of being a caregiver. Our mission is to design a plan that will provide the best level of care and give our clients and their loved ones peace of mind.
We want the caregiver to understand every option available for their loved ones, and ensure that resources are accessible for the facility or individual that is responsible for administrating daily treatment and support.

Veterans’ Benefits

Many of our advisors are accredited claims agents for the Veterans’ Administration. We have made it a company policy to never turn a Veteran away: we are committed to serve those who served us. ARP advisors are prepared to assist veterans filing for federal aid programs.