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 Ongoing investment management services...
If your preference is to delegate the management of your portfolios, then our Ongoing Investment Management services may be for you. The goal of this program is to allow people to simply enjoy more of life or to focus attention on the demands of a busy lifestyle - both family and work related.
Professional investment management can liberate people from the day-to-day worry about their investments. If desired, all trades can be placed by Arconti Financial Advisors with prior client approval.
The comprehensive personal financial planning provided is robust. It includes an intensive review of a client’s current financial situation and delivery of appropriate strategies employing cutting-edge financial planning techniques. Going forward, the client’s financial situation is continuously monitored and the personal financial plan is updated as needed.
Fees for this continuous service are calculated on an annual flat-fee retainer basis.
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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