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Our Services

At Arkell, our team provides a variety of services.  Our services support your full financial needs during the accumulation phase, the retirement years, and while you plan your family legacy.  Whether you need investment management, retirement planning, or comprehensive financial planning, we work together to design a strategy unique to you.

 

Here is an overview of everything we do for our clients:

INVESTMENT MANAGEMENT

 

Our investment philosophy is centered around long-term investing strategies, risk management, and ongoing monitoring, all while having access to thousands of investment products. We believe in a disciplined and academically tested method of investing. The focus is on low-cost, efficient portfolios. 

With a low-cost, efficient investment strategy in place, Arkell applies a disciplined, long-term approach to investing.  Periodically, the accounts are re-balanced to maintain the strategy over the long-term. Economic and market conditions can allow for more frequent account re-balancing, but never at the risk of diverging from the long-term investment strategy.  

WEALTH MANAGEMENT

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RETIREMENT PLANNING

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FINANCIAL PLANNING

The foundation of your financial plan is built on your aspirations and your dreams - your unique lifestyle.  Among other things, we cover  retirement planning, debt management, social-security strategy, college savings, income-tax planning, and asset protection.​

Our planning process includes running multiple "what-if" scenarios and stress tests to help anticipate future changes and to identify opportunities from multiple angles.

Collaboration with other advisors if necessary.

RETIREMENT PLAN (401k, 403b, etc.) ROLLOVER ANALYSIS

We belie

fee only financial advisor
Independent Financial Advisor
financial advisory fees
investment philosophy

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