YOUR FINANCIAL LIFE MADE EASY
When you work with Archer, we want your finances to be easy and simple. We handle the difficult, boring and tedious tasks so you can get back to living your life.
perks of being a client
- Your interests first, in all matters, all the time. As a fiduciary, we don’t get paid to recommend overpriced products you don’t want or need.
- All your financial needs, all in one place. We can handle your financial planning, investments, insurance needs and more!
- Annual money meetings. Once a year, we sit down and do a deep dive on your finances. We are always checking in and reviewing to make sure you are moving in the right direction.
- We meet you where you are. Visit us in office or via the web. No commute needed for smart money management.
- Current, cutting edge advice. Our team stays up to date and exceeds ongoing education requirements to maintain an extensive set of certifications.
- Say hello to your CPA simplified. We contact your CPA each year and handle all the messy paperwork.
- No pressing questions left unanswered. Any money or finance question answered, anytime you need it. Give us a ring or drop us an email!
- Hack proof your life. We help you protect yourself in a digital world.
- Ditch your documents safely. Got old papers you want securely shredded? Drop ‘em by our office.
- Need more than we offer? No problem. We can refer you out to trusted partners (Estate Planning Attorneys, CPAs, etc.)
- Low Cost, Tax Efficient Index Funds: We invest your hard-earned money in low-cost, tax efficient investments, potentially allowing your portfolio to grow faster.
services we provide
We can meet all your financial needs, all in one place. Here are just a few of the services we provide our incredible clients:
When you’re ready to invest, we’re here and happy to help with:
|Low Cost, Tax-Efficient Investments|
|Socially Responsible Investment Options|
|Ability to Directly Manage Employer Retirement and Options Accounts|
|Enhanced Cash Management Service|
|Personal, Secure Web Portal To Track Your Progress|
Comprehensive Financial Planning
When it comes to Financial Planning, we’ve got you covered from all angles with:
|Social Security Maximization|
|College Savings and Selection|
|Financial Risk Assessment|
|Emplyee Benefits Review|
|Detailed Executive Compensation Planning (Options, etc.)|
|Personal, Secure Web Portal With Personal Dashboard|
Low Fee, No Commission Insurance
Need insurance? Get just the right amount of coverage without all the hassle. We help with:
|Long-Term Care Insurance|
|Total Portfolio Value||Annual Fee %|
|First $500k - $2.5 million||1%|
|Above $2.5 million||.5%|