Planning 

Every relationship with ARTAAD Financial starts with your story. It begins with your successes and triumphs.  We explore your journey and how life has happened with you.  What is equally important is knowing and understanding your most relevant pain, conflict or frustration that you are facing today.  We want to be on the same page as you every step of the way.  Our hope is not to simply understand you financially but also to engage with your thoughts emotionally.  This puts us in lock step with you and the new journey for which you are to embark. Every financial situation is unique. Some clients may be wealthy and worried about how they will efficiently pass their legacy down to the next generation. Other clients may be elderly and ill. Their concern is how best to provide financial resources for long-term care. A widow may have concerns about their immediate or long-term future. There are some philanthropist that may benefit from more sophisticated planning like setting up a charitable remainder trust. Whatever may be the case, ARTAAD Financial is prepared to provide you with the best scenarios to pursue your goals.

The difference between comprehensive financial planning and ordinary financial planning is usually breadth. A straight financial plan is usually designed to accomplish a certain goal, like structuring an estate plan or managing debt. Comprehensive planning includes these elements, but in a wider frame. The goal of comprehensive financial planning is to provide an overall view of financial needs over time. Comprehensive financial planning should always be designed as an on-going process that implements financial environmental changes over time. Finances and wealth change with changing life circumstances. A good comprehensive plan will be adjust to changing needs over time without losing its integrity or effectiveness.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial

PHILOSOPHY →