Our Approach

Systematic Financial Planning

A different approach

At Arca Financial Group, we take a different approach to financial planning. "Creating the right path" for you, your family and/or your business is a careful process that involves several key phases:

• Beginning with The Gateway, a questionnaire that allows us to do a thorough assessment of your current circumstances, we take into account your existing investment, insurance and/or business portfolios;
• We then take time to discuss your personal financial goals, concerns, lifestyle needs and dreams for your future;
• Next comes the design of your personalized financial plan where we map out a path that will guide you to your destination;
• We suggest specific strategies and stepping stones to lay in place that when followed, will lead you to your goals; and
• We provide ongoing service and regular reviews to keep you on the right trail.
  
• We continually monitor, cultivate and nurture your plan as you move through the various stages of your life.

Our state-of-the-art financial planning system allows us to develop an implementation plan that will both maximize your disposable income and minimize your tax dollars paid. Our system is both friendly and flexible, allowing you to play the "what-if" game with the path we've designed until you are satisfied that it will provide the results you want for both your current lifestyle and throughout your future planning horizon.

Arca is unique because of the intimate attention they give to their clients. I get the sense that they are genuinely interested in my future, and I have never felt rushed during a phone conversation or face to face meeting. Everyone is extremely professional yet friendly - they truly make you feel like part of the Arca family. Arca's financial software program, NaviPlan^TM, is a key factor in instilling confidence in their ability to help deliver my financial goals. Just to manipulate this program clearly requires a deep understanding of economics and finance, and the Arca analysts know what they are doing. Its pretty amazing to be told the day you will have made your first million, or have your house paid off, or what your income will be the day after you retire, forty years in advance. Superior expertise, professionalism, attention to detail, personal touch, and going the extra mile are all reasons that I choose and recommend Arca Financial Group.