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Financial Planning Focused on You

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 use their UPS benefits to their maximum potential.

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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, or caring for an aging parent, we will deliver a plan to help you accomplish everything you want out of life. Take the next step and meet with an ARGI advisor.

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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 consultants, 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 with access to specialists in other fields such as tax and insurance providing a holistic financial planning experience.

Download Your UPS Financial Planning Checklist

Making decisions regarding your UPS benefits can help you feel more confident about your personal financial situation. ARGI helps our clients find financial clarity by integrating their UPS 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.

UPS Financial Planning Checklist

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:

  • Pension Benefit
  • 401(k) Options
  • Life, Disability, and Health Insurance
  • Pre-Tax vs. Roth Contributions
  • Management Incentive Payment (MIP)
  • RPU Vesting and Taxation
  • Employee Stock Purchase Plan (ESPP)
  • Retirement Affordability and Tax Planning Opportunities
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Source: 2021 PwC Employee Financial Wellness Survey

Let’s work together.

Even if you’re not quite ready to take the next step, we’d love to keep in touch.

ARGI is not affiliated with, endorsed by, or retained by UPS. ARGI and UPS are separate and unrelated companies, and ARGI does not have any arrangement to provide services to UPS employees.

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI Innovations, LLC (dba ARGIMax), a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions, LLC. All are affiliates of ARGI Financial Group LLC. Trust services provided by ARGI Trust, a division of Advocacy Trust LLC.

*ARGI was established in 1995. In 2001, it was renamed Advisor’s Resource Group, Inc. In 2003, we began using the name ARGI Financial Group, which became the official name in November, 2005. In January 2010, ARGI Investment Services LLC officially became a SEC Registered Investment Advisor.