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Wealth Management

At Argos Financial Group we are committed to a comprehensive approach to Financial Planning and Wealth Management.  Knowing that every client is different, we focus on identifying the financial challenges and opportunities of our clients unique situations. Our process involves a full evaluation of a clients current and future financial goals.

Once we start the Wealth Management Process, each meeting will involve one or more of the four steps below until the process is complete with a clear and established plan.

Our process starts by helping you to identify your Risk Tolerance and Financial Objectives.  This involves discussing your concerns and goals for your financial future. 

We apply decades of experience and trusted financial tools to analyze your information to provide you with a specific detailed plan that includes a portfolio strategy and asset allocation.   We will discuss this plan together and adjust as necessary to reach your appropriate investment asset allocation.

Once a final investment asset allocation is agreed upon we will allocate all investments accordingly. 

We continually review your investment portfolio to monitor your risk and performance. We will meet regularly to review and discuss the performance of the investment portfolio.  The strategy will be adjusted based upon your objectives, life changes and market conditions and we will make changes as necessary.

To learn more about our process and services please click the link below.

Why work with a CFP

Only those who have fulfilled the CFP Board's rigorous requirements can call themselves a CFP Professional.

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The Argos Advantage

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Over 25 years of experience helping businesses and families create a strategy for their financial future.

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Other Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources including online tools and calculators.

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