When it comes to senior issues, you have much to think about. At Arndt Financial Services, we are sensitive to the needs of seniors.  We work to deliver the services seniors need.  Listening is critical, and working with someone who is knowledgeable and understands the issues is what sets Arndt Financial Services apart from the competition. 

We will help you with: 

·        Income planning and distribution – Often overlooked, income planning is an important part of your plan. 

·        Estate planning – Making sure you have a proper estate plan in place to keep your assets intact for your heirs.  

·        Asset allocation strategy – Making sure your objectives are being met without taking risks you don’t need. 

·        529 plans – Grandparents often wish to leave a gift of education to their grand- children and choosing a 529 plan may help you meet those wishes. 

·        Wealth Transfer – Making sure you transfer your wealth in a tax efficient manner by examining your life insurance, wills and  trusts. 

·        And so much more…