
Artésa is about crafting the right strategy for
your desired objectives.
Artésa Financial Group, is an investment adviser located in Conroe, TX. Designed for the client, Artésa provides wealth management services including: investment advice, asset allocation strategies and portfolio construction recommendations.
Our Founding Partners average nearly two decades of experience assisting clients with their financial needs. Offering conservative guidance based on a risk-first methodology, Artésa Financial Group understands that traditional allocations can be limited in capturing investor's personal concerns in collaboration with current market risks.
Utilizing an independent structure and a defined process, investment advisor representatives obtain an objective and thorough understanding of the complexities of an investor's life. Ultimately seeking to provide solutions that are unique to each client's current and future financial circumstances.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Newsletters
-
Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
-
HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
-
Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
-
Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.