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“A good plan is like a roadmap: it shows the final
destination and usually the best way to get there.” H. Stanley Judd
Arconti Financial Advisors, LLC (AFA) provides fee-only, Financial Planning, Investment Management and Consulting Services to individuals and families from all walks of life. Our core belief is that everyone should have access to affordable, objective financial advice, driven by care for and commitment to the client, above all else. These services may be broad-based or focused on one particular area of interest, depending upon each Client’s unique circumstances.
AFA also provides on-going investment management services on an annual fixed-fee retainer basis. AFA does not impose an account minimum for investment management services.
In addition to individuals, AFA provides financial advisory services to trusts, non-profit organizations and small businesses, including their defined contribution plans.
Customized solutions based on your current need
The following are some of the solutions that we can provide for you based on your specific circumstances and goals:
- Retirement Lifestyle planning & income distribution strategies
- Investment portfolio review
- Asset allocation advice
- Spending/cash flow analysis
- College education funding
- Employee stock option/concentrated position strategies
- Risk assessment and insurance needs analysis
- Estate planning review
- Income tax evaluation
- Financial Education/Seminars for civic groups or company employees
(e.g. 401(k)s, employee benefits, personal investing, etc.)
- Peace of mind for “do-it-yourselfers”, with a professional “second look”
AFA provides two types of fee-only financial planning services:
- Project-based planning and consultations, provided on an hourly, as-needed basis
- Ongoing investment management services, provided on an annual retainer basis
By offering both types of services, AFA meets the diverse needs of many people in all stages of the financial cycle. Fees are based on an hourly rate of $150 and are always quoted in advance, so that you can make an informed decision. Please visit the seperate pages of this website for a further description of these service choices.
Get started today with a complimentary Get Acquainted Meeting
We offer a complimentary, no-obligation Get Acquainted meeting to discuss your current financial situation, goals, and objectives. This meeting is an opportunity for us to exchange information and for you to get an even better sense whether AFA is the right financial planning firm for you. Contact us today to schedule your complimentary Get Acquainted meeting.
Tel: (203)778-4100
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