The ARGI Experience
The ARGI Experience is about your goals and your future.
It starts with a conversation that we call The Initial Discovery Process, typically 60-90 minutes in duration. We discuss where our clients want to be and what type of lifestyle they want to live while getting there. Then we analyze their present circumstances, resources, and objectives, developing a written financial plan. Once the plan is in place, we recommend strategies to help accomplish these goals and keep our clients focused on the path to realizing their dreams, even if those dreams change over time.
The ARGI team will schedule regular meetings with our clients and assist in the management of financial affairs. We regularly evaluate our clients’ plans, making necessary adjustments and revisions to maintain direct alignment with each of their goals.
The ARGI Team and Specialties
CFO and Accounting Services
Your Business Management and Accounting Services team is here to take care of the details so you can focus on growing your business. Your team works together to help you streamline costs, solve problems and create peace of mind.
ARGI’s Client Service Team schedules meetings, processes account and insurance applications and related paperwork, and assists with your administrative needs.
Your Investment team works together to provide you with investment solutions throughout all market climates.
Your Tax team works together to develop strategies designed to help you with tax planning and execution.
ARGI’s Compliance team is here to help protect our clients, our firm, and our advisors by making sure we are following the guidelines outlined by the SEC.
Business Retirement Plan Services
All of your team members are available to answer any questions you may have and will be here every step of the way.