Everything in your financial life is connected – when one area shifts, the rest moves with it. We believe company benefits form the backbone of a healthy financial plan. While every individual’s financial situation is different, we help our clients ensure they use their Humana benefits to their maximum potential. Take the next step and meet with an ARGI advisor.
Personal Financial Planning
You need a financial plan focused on your individual wants and needs, regardless of where you are in life. Whether you’re most concerned with retiring comfortably, leaving a legacy for loved ones, maximizing available benefits, or caring for an aging parent, we will deliver a plan to help you accomplish everything you want out of life.
Our Team is Your Team
Since our establishment in *1995, ARGI’s mission has been to improve lives with every relationship. We strive to provide thoughtful and intentional financial advisory services to help our clients find financial clarity, confidence, and peace of mind.
Here at ARGI, a heart of service is the foundation on which our company was built. Our team of dedicated advisors and professionals are here to help you achieve what’s most important in your life. As an ARGI client, you will have a dedicated advisor team. Our goal is to provide a holistic financial planning experience via access to specialists in other fields such as tax, insurance, and estate.
Download Your Humana Financial Planning Checklist
Making decisions regarding your Humana benefits can help you feel more confident about your personal financial situation. ARGI helps our clients find financial clarity by integrating their Humana benefits into their overall financial plan. Whether you’re busy growing your career, beginning a new phase of life, or preparing for retirement, ARGI is your financial partner for every walk of life. Download our financial planning checklist to help you navigate each step in your journey.
Let’s achieve your goals together.
Building for the future requires a comprehensive plan built on knowledge and experience. We believe that in order to provide our clients with the financial foundations they need to succeed, we must first take time to fully understand the depths of their personal financial goals. For this reason, we offer a complimentary consultation to review the following topics and address any questions you may have:
- 401(k) Options
- Life, Disability, and Health Insurance
- Pre-Tax vs. Roth Contributions vs. After Tax
- RSU Vesting and Taxation
- Retirement Affordability and Tax Planning Opportunities