Financial Planning Information

As an asset under management client, you receive all aspects of our financial planning services at no extra charge. Non clients can engage Arbor Wealth for hourly financial planning at $225 an hour, with a five-hour minimum. Our holistic financial planning process begins with reviewing your last two years’ tax returns and conducting a financial planning overview. We will then construct and monitor a financial plan to meet your objectives. This often includes an estate planning review, an insurance review and occasionally involves generational wealth transition plans. Business sales and real estate transactions are often considered as well when conducting an overview and constructing a plan.