Wealth Management
Steering Towards Financial Success
When it comes to wealth management, and advisory business a division of our Business *AR Wealth Management, specializes in active wealth management. We are a fee-only advisor which incentivizes us to manage
This encompasses investment oversight services along with continuous financial planning and guidance.
Insurance Services
Designed to best suit the clients needs
We firmly believe in viewing financial products as tools, each designed to fulfill a specific purpose in you individual financial goals. Just as with any toolkit, some tools excel in one area while others excel in other areas. Our team values the freedom to select the most suitable tool based on its quality and efficiency in achieving the desired outcome. In certain situations, insurance products such as life insurance, fixed annuities, or long-term care insurance may serve as the appropriate tool for addressing specific risks.
When we determine that utilizing an insurance contract issued by a specialized insurance company is beneficial for our clients in transferring specific risks, those companies compensate our representatives with commissions. Our insurance licensed representatives operate independently, allowing them to represent a diverse range of companies. This independence enables them to select the tool they deem most economically advantageous for our clients, considering factors such as quality and suitability for the task at hand. All Insurance services are offered through AR Financial Group - Insurance services.
Estate Planning
Protecting what matters
Our estate planning services are tailored to meet the unique needs of each client, ensuring comprehensive protection and peace of mind. Our fee structure is transparent and based on the complexity of the individual's estate, the scope of services required, and the expertise of our team. We believe in providing value-driven solutions that prioritize the client's financial goals and objectives.
During an initial consultation, we discuss our fee schedule openly and work collaboratively to customize a plan that aligns with the client's budget and expectations. With a commitment to excellence and integrity, we strive to deliver exceptional estate planning services that offer long-term benefits and security for our clients and their loved ones.
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*AR Wealth Management Investment Adviser Representative of and investment services offered through Royal Fund Management, LLC, an SEC Registered Adviser. Click these links to access the most recent copy of the Royal Fund Management brochure ADV 2A, 401K Maneuver Brochure ADV 2A, and RFM Privacy Policy, RFM CRS Form .
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