Broker Check

Approach

Some call our approach to financial planning unconventional. We call it revolutionary.

Our PLANNING FIRST philosophy was designed to disarm the traditional suit-and- tie Financial Advisor approach from the get-go. The measuring stick is getting you to achieve your goals. Doing that requires understanding your entire financial situation, not merely managing an account. Arsenal Financial believes in building thoughtful, long-lasting relationships that encourage success.

At Arsenal Financial, we work for you. A small company backed by a far-reaching organization in LPL Financial, our firm can assist you in creating a financial to-do list that will establish your accounts and execute an investment strategy that gets results.

Planning - not what Stock or ETF you buy - is the key that will unlock your successful financial future. As a fiercely independent firm, we believe in taking the time to understand who you are, where you come from, and where you hope to go. Without this essential information, even the most professionally executed plans will fall short.

Once we have an enhanced understanding of your personal and financial life, we will utilize industry-leading software, along with our decades of professional expertise, to craft your strategy. As your financial success advocate, we will always be by your side to guide you toward your goals.

Give us a call today to set up a consultation.