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Leander TX Registered Investment Advisor Financial Planning

If you’re in the market for a Leander TX area registered investment advisor you can trust, look no further than Archer Investment Management. We’re a fee-only firm that has been serving residents in the local community for 12 years. Our investment advisor is a Certified Financial Planner™ and has also received a substantial amount of additional training and experience. We are committed to our fiduciary responsibility to act in our client’s best interest 100% of the time. We never try to sell you products you don’t need to meet sales goals. We’ll only offer advice that will benefit you, our relationships with our loyal clients is the most important part of what we do. 

Retirement Planning

    

Archer offers comprehensive Leander TX financial planning services to suit whatever your needs may be. Our goal is to provide you with a comprehensive 360-degree plan to enable you to reach your financial goals and objectives over time. We’ll thoughtfully curate a path for you to reach milestones and keep you updated as you meet them. One of the areas in which our Leander TX registered investment advisor specializes in is social security maximization. We want you to stretch your benefits as far as they can go without having to rely too heavily on your private assets to fill in your income gap. It’s important to not overlook spousal and survivor benefits and how social security is affected when you continue to work.

Save For College Tuition

    

Another service we offer is college savings and planning in Leander. Many parents want to help at least in part with their children’s college education and having a plan in place can make that happen. College tuition costs are continuing to increase every year, so starting early is always recommended. Some college savings plans include 529 savings, 529 Prepaid, IRAs, savings accounts, and UGMA/UTMA. Our investment planner in Leander can help you select a plan that fits with your risk tolerance and investment options. We’ll also inform you of all the benefits and considerations with each plan so you can make the most informed decision. 

    

With a Leander TX financial planning professional on your side, you will be in good hands. Some of our other services include tax planning, investment management, insurance planning, and executive compensation planning. Our firm stays up to date with the most cutting-edge advice due to our ongoing education. We are also a 100% digital firm as efficiency and top-notch customer service are extremely important to us. 

    

The next step is to simply Go Here to schedule your free 15-minute initial consultation with our Leander TX registered investment advisor to explore a relationship and find out how our professional team and service offerings might serve you best. We look forward to chatting with you to make sure that our expertise aligns with your financial goals.