John Lunz
 John Lunz, CFP Senior Financial Advisor T: (519) 745-8500 ext.252 F: (519) 745-8283 |
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John's technical expertise in the areas of tax and estate planning enable him to develop comprehensive financial plans with the use of tax-efficient investment and insurance portfolios specifically suited to his clients' unique needs and goals. John works closely with his clients' other tax and legal advisors to develop a cohesive plan using creative products and planning concepts at the leading edge of the financial planning industry.
I, along with my three brothers, have enjoyed a successful business relationship with John and Arca for the past four years. Arca's purpose is to build strong client relationships through "care, communication and trust," and this is a very accurate description of the service we have received from every single person in the organization. Arca is independently owned and the principals are actively involved in providing value-added services to its clients.
What impresses me most about John and the team at Arca is the integrated approach they have taken to helping us in our financial plans, not only as individuals, but also as part of a family business. They have reviewed both our personal financial situation as well as our business structure to help determine the best holistic solution to our meet our goals. The expertise they offer in areas of income tax planning and wealth management extends way beyond the traditional role of investment advisors.
John, and the entire team at Arca, has helped both our family and our business meet both our current and future financial objectives. I am very pleased with what they have done and where we are going. I highly recommend their services to anyone who needs financial planning assistance, but particularly to those who are in business for themselves.
