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.
Your Business Retirement Plan Services team strives to provide you with the clarity, direction, and education necessary to make financial decisions that will bring you closer to the goals set by you and your participants.
All of your team members are available to answer any questions you may have and will be here every step of the way.
Comprehensive Financial Planning
A thorough analysis of your current financial position with recommendations on debt reduction and cash-flow management.
Income Tax Planning
A projection of your current and future tax liabilities, including appropriate tax reduction techniques.
An estimate of the gross value of your estate, projected taxes and other estate expenses, and strategies to help distribute your assets during and after your lifetime according to your plan.
Assistance in accumulating funds to efficiently meet your children’s education goals.
A full review of all of your life and disability insurance policies, income protection plans, long-term care plans, and automobile and homeowners policies.
Estimates for your retirement income and expenses, savings requirements, planned cash distribution, asset accumulation and healthcare needs.
A review of current investment strategies in light of long- and short-term financial goals and a recommendation for ways to help maximize investment effectiveness and minimize risk.
A plan to help you develop or maintain your business, illustrating how your business interests affect your personal financial situation.
2110 High Wickham Place Louisville, KY 40245 502.753.0609
100 E-Business Way Suite 110 Cincinnati, OH45241 513.842.1700
1048 Ashley Street Suite 301 Bowling Green, KY42104 270.843.4115
5750 Castle Creek Parkway North Drive Suite 170 Indianapolis, IN46250 877.634.9757
607 Cascade West Parkway Grand Rapids, MI49546 844.476.2744
101 Merritt 7 Corporate Park Third Floor Norwalk, CT06851 866.568.9719
1690 Ring Road Suite 110 Elizabethtown, KY42701 866.568.9719
176 Pasadena Drive Suite 3B Lexington, KY40503 859.286.5085
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