UlTImATE SUccESS GUIdE- Clarify their financial goals and concerns.
- Identify their financial risks.
- Establish a plan to reach goals and address financial risks.
- Assistance with implementing all aspects of the plan
including coordinating, tax planning, legal documents,
investments, and insurance. - Ongoing monitoring and updating of your program to make
sure all aspects of the plan continue to achieve your financial
objectives and properly address your financial concerns.
WhAt MAkes the ARk PRogRAM DIFFeRent
FRoM PRogRAMs oFFeReD BY otheR
FInAnCIAl ADvIsoRs?The key difference between our ARK program and the other programs
offered by most financial advisors around the country is that we de-
signed our program specifically for our clients. The ARK program is
not a sales pitch designed by some investment or insurance company to
promote their financial products and services. Our ARK program is the
result of what we have learned from helping hundreds of affluent clients
over the past 30 plus years. It is not created by, owned by, or funded by
any investment or insurance company. It allows us as Registered Invest-
ment Advisors to create an unbiased plan of action specifically for each
of our clients. Most other “financial plans” simply lump all people into
the same basic categories and end with recommending their company’s
products as the “solution.” As Registered Investment Advisors, we get
paid to advise not to sell. We have no company products to push. This
is the big difference between the ARK program and other programs of-
fered by most other financial advisors.
WhAt Is the next logICAl steP to ConsIDeR?Hope for the best, but plan for the worst. The problem with the Titanic
wasn’t that the owners thought the ship was safe. It was that they didn’t
order enough lifeboats for everyone on board. There’s nothing wrong
with hoping the stock market will go up 10 percent a year. Maybe it will.
The mistake for the past 20 years has been planning on it.
You have to take charge of your own finances. No one else can.