Services - What we provide
Archer Financial is focused on a personal touch and helping you realize your goals.
While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions.
We as a firm focus and specialize in helping you work towards your goals and trying to reach above average growth for tomorrow and income for retirement.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you and your family execute a sound financial program utilizing different types of investments or tools for you your goals. Some of those tools include:
- Stocks
- Mutual Funds
- Municipal Bonds
- Annuities
- Real Estate Investment Trusts
- Crypto currencies/ Gold
- Insurance
- Limited Partnerships
These tools are intended for goals and a purpose.. All investments should be held with diversification and never exceeding proper balance and ultimately for a goal in mind. There are many different areas Archer Financial can help you plan and some and many have not thought about.
Archer Financial Services can help you in the areas of:
- Tax Management
- Investment Management
- Retirement Strategies
- Estate Planning
- IRAs
- College Planning
- Gifting
- Wealth Transfer