Advance Planning

As your advisor, we are not putting forth just any investment strategy, but the strategy that is designed to fit your life best. Meeting your requirements for capital growth, income or wealth preservation – while being mindful of your attitude toward risk – is our objective. You can expect a portfolio that is individually customized to reflect the future as you envision it.

Individuals have a variety of different goals. Whether it’s more traveling, giving to charity or even launch a business, you need a well-conceived plan to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and secure future.

At Armis Financial, we know that financial planning may be broad or focused based on your needs. If you have ever asked your self these questions, let's get acquainted.

• Which investments should I choose for my 401(k)?
• Which of my employee benefits do I need to take advantage of?
• Can I afford to send my kids to a great college?
• I'm an independent contractor and need to set up benefits and a retirement plan. What should I do?
• How do I counter-punch all these enormous taxes I pay?
• Will my family be ok if I “kick the bucket” early in life or become disabled?
• Will I be able to retire?
• How much income will you need in retirement?
• Are you spending too much in fees?
• Is your asset allocation appropriate given your financial goals?
• Does your income support your spending/saving goals?
• How should you prioritize debt payments?