Click Here to Meet the Team at Ark!
We are Ark Financial Group.
Our goal is to be America's best tax efficient financial planning firm with dedication to the highest quality of Customer Service delivered with a sense of warmth, friendliness, individual pride, and Company Spirit.
We utilize a four-phase approach which is a much more comprehensive process than found elsewhere in the industry.
When you get to know us at Ark Financial Group, you'll learn that we are a relationship-centric firm. Everything we do revolves around gaining a deep understanding of you, your goals, dreams, and concerns, and then working with you and your other financial planners to help you achieve the things that matter most.
How we work.
1 Relationship and Discovery We believe that in order to help you develop the most successful financial life plan we must first understand your goals and objectives on a deep level. We want to understand what makes you get out of bed in the morning. In this initial stage we assess where you are now and identify the gaps and goals to develop a strategy to meet your objectives. We will create a complete personal and financial profile of you and your family or your business, which will become the cornerstone of our relationship.
2 Analysis & Planning Education is the foundation on which we have built our business. We want to provide you with the tools your need to make smart tax efficient financial planning decisions. Only when you are educated about your current finances can you begin to recognize new opportunities for growth. In this stage your financial planner will complete a thorough assessment and analysis of your current financial situation to help you to understand your strengths and weaknesses, and empower you to set and attain higher goals.
3 Plan Implementation A plan is only as good as its implementation. Once you have established your financial objectives and have worked with us to develop a plan to meet them, we will be with you every step of the way as you implement that plan. We will coordinate and document your financial journey so you end with comprehensive records. We will work with you, your CPA or attorney, and any other advisor necessary to build the best team possible for you.
4 Review & Optimization Every great plan needs consistent review and optimization to maximize its effect and ensure that your needs are met on an ongoing basis. As your priorities and level of financial success change, your goals will also shift. We can give you continuing peace of mind that your financial affairs are on track so you can get on with your life with the confidence achieved only through financial security and freedom.