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Westlake CERTIFIED FINANCIAL PLANNER™ Retirement Planning

Archer Investment Management in Westlake is the top choice for individuals seeking to work with a qualified and knowledgeable CERTIFIED FINANCIAL PLANNER™. CFP® professionals make for solid Westlake area retirement planning partners due to their fiduciary responsibility to put the needs of their clients ahead of their own. 

Trusted Financial Advice    


Making huge financial decisions can feel overwhelming, especially if you don’t have any experience handling it all on your own. Having a Westlake area CERTIFIED FINANCIAL PLANNER™ on your side can lessen the burden of these decisions and eliminate the stress that can accompany them. Our financial planners are held to a high level of professional standards and have gained thousands of hours of experience and training in the industry. With the support of a trusted financial advisor you can make well informed Westlake retirement planning choices that help you stay on track to meet your goals for when you are no longer working. 

Long-Term Investment Strategies


One way to build your portfolio is by utilizing proven long-term investment strategies. Our registered investment advisor in Westlake understands the current market and trends that can help you determine your market risk, and how you can take advantage of financial risk assessments. We’ll tailor a plan just for you based on your current situation and your target goals. Our investment management services include annual reviews of your portfolio and strategizing to keep your approach proactive and on track. We have provided many local clients with 401k assistance in Westlake. We can also assist in navigating the complexity surrounding Social Security maximization to ensure you’re getting the most from your benefits. We’ll help you determine when the best time to start taking your benefit is and how your taxes are affected by your payments. We know how hard you have worked to earn your income and wealth, and we want to help you maximize it so that you can live a comfortable retirement life, and even leave a legacy behind for loved ones. Our team is committed to helping you learn how to be successful and reach your desired outcomes with as little risk as possible. 


Call Archer Investment Management today to speak with a Westlake area CERTIFIED FINANCIAL PLANNER™ and schedule your complimentary consultation. We’d love to meet with you and see if we’d be a good fit to work together. All you need to do is Go Here to schedule your free 15-minute initial consultation today! We look forward to serving you in any way we can.