Caring For Our Clients with Holistic Financial Services
Customized Options Based on Your Unique Situation
Your financial plan should be specific to you. With a variety of options available, our objective is to help you choose the right financial services and products to support your goals and dreams. During the last 30 years, our work with so many varied clients has provided us with invaluable insight that can help you! These are some of the ways we can help our clients:
Financial & Wealth Planning
Once we know your goals, and we know the current state of your finances, we can make recommendations and create a plan for you. There are usually many paths to reaching your goal. We can help you discover the pros and cons of each to develop a comprehensive wealth management plan.
Investment Management
Aligning your portfolio allocations with your risk tolerances to help ensure that you’re comfortable with your wealth management choices is always the first step. After that, constant monitoring, review and assessment gives us the right information to stay the course or course-correct if needed.
Portfolio Management
Financial and retirement assets can be held in a variety of accounts, each with its own level of complexity and maintenance. We can help make sure all of your accounts are in sync with one another and handle the ongoing monitoring and adjustment required.
Retirement Income Planning
We believe an enjoyable and lasting retirement depends on having a stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets and preserves a legacy.
Legacy Planning
Legacy planning can be an emotional and complex series of decisions. If you want to leave your assets to heirs, a charity, or want to develop a business succession plan, we can help design a strategy to accomplish this goal.
Tax Strategies
Taxes will always be a part of life, but we can review your assets and see if strategies to reduce taxes might apply in your situation. Every dollar saved today can work for you in retirement.
Insurance
People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It ensures that, no matter what twists and turns come with life, clients have a safety net in place. Whether it’s life, long-term care, disability, or an annuity – insurance can provide resources when most needed.
Social Security Maximization
Choosing when and how to draw Social Security can be a tough decision. A number of factors including marriage status, can impact your options. We can help you navigate the possibilities, with a goal of helping you get the most from your hard-earned benefits.
Workplace Benefits & Pension Maximization
It can be difficult to know how your benefits and pension will align with your other assets and Social Security in retirement. It’s important to review what’s in place and see if all income streams will work together to support your goals. We also help business owners with various strategies for employee benefit options.
Ready to schedule an appointment to discuss your financial future?
Call or fill out the form below to book a no-cost, no-obligation strategy session with Christy Hayes or Frank Cannon at Artesa Financial Group today.
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Email:
chayes@artesafinancialgroup.com
Address:
2040 North Loop 336 West
Suite 227
Conroe, TX 77304
Artesa Financial Group ("Artesa") is an SEC registered investment adviser located in Conroe, Texas. registration does not imply a certain level of skill or training. Artesa and its representatives are in compliance with the current registration and notice filing requirements imposed upon state registered investment advisers by those states in which Artesa maintains clients. Artesa may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Artesa's web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Artesa's web site on the Internet should not be construed by any consumer and/or prospective client as Artesa's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools, calculators, or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Artesa. For information pertaining to the registration status of Artesa, including Artesa’s Form ADV, you can contact us or look for us on the Investment Adviser Public Disclosure website at: www.adviserinfo.sec.gov.
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