We know that your time is valuable so we’ve designed our site a bit differently from other websites.
While a review of our site may help you determine that you definitely want to hire us...it may do the opposite. We’ve designed our services to meet the needs of a specific type of client. We’ve tried to be very clear as we describe our services and our typical client relationship. What should you know about us? First, we’re a holistic wealth managementfirm committed to helping our clients achieve long-term financial success. We accomplish that by working hard to help you make smart financial decisions, from a "big picture" perspective. As a result, we examine relevant tax strategies, investment options, cash flow implications, estate planning issues, risk management approaches and available fringe benefits as they might affect your long-term plans.
Second, we receive no commissions or any other third-party compensation. We try to avoid conflicts so that our interests are clearly aligned your interests. We willingly accept a higher duty to our clients as their fiduciary, and we only function in that capacity. Our clients never have to worry that we will recommend an action under any other basis.
Third, we’ve been preparing real financial plans for a long time. We don’t just call ourselves financial planners; we really help you to plan. Our five CFP® professionals have varied expertise to serve you. We have specific knowledge in serving professionals in general and physicians in particular. We work hard, as a team, to help your plans become reality.
Fourth, we’ve created a fee structure that is unique within our profession in that it is affordable and fair, whether you are just getting started and have modest means or if you’ve been fortunate enough to accumulate great wealth. We know that your time is valuable so we've designed our website a bit differently from what you might have seen from other firms. While a review of our site may help you determine that you definitely want to hire us, it is designed to also help you to determine if you really shouldn't hire us. We've desiged our service offering to meet the needs of a specific type of client. We've tried to be clear and honest as we describe our services and our typical relationship with our clients.
Finally, here's what we don't do:
We don't provide ad hoc consultations or offer "quickie second opinions."
We don't manage a piece of your investment portfolio
We don't prepare a plan and then leave you on your own, facing the complexities of actually getting it accomplished.
Your financial life is far too complex for us to give you sound advice without having all the relevant facts. So, we don’t do a cursory review of your current portfolio and give "quickie second opinions." We only accept engagements where we provide holistic advice and then work with you to make sure it gets implemented promptly and in a cost-efficient manner. That way, our clients know that important actions get done and done correctly.
Should you have questions or want more information, please email us at RickA@ARfinancial.com or call us at 501-376-9051. We look forward to hearing from you.
