building wealth

You've worked hard to make money over the years. Now it’s time to get your money to work for you. Fortunately, you’ve come to the right place. Whether your goals involve saving for a spectacular retirement, funding an ivy-league education, or buying a winter home in Hawaii, Arcis has the expertise, tools, and experience to help you create a plan to achieve them.

It starts with a good blueprint. Keeping your fingers crossed and hoping for the best is not a terribly effective strategy for building wealth. Instead it takes careful planning, discipline, and a keen eye for short- and long-term opportunities. Arcis can guide you in selecting a broad array of investment, retirement, and wealth management solutions that can help you seize every opportunity to create real and lasting wealth.

maintaining wealth

The key to building lasting wealth is to realize there’s no real finish line. Never let your guard down. Instead, focus on strategies to protect what you’ve worked so hard to achieve. After all, you never want your success to stand in the way of greater success.

Realigning your goals. You’ve come a long way from where you started. Chances are your dreams and aspirations have come a long way, as well. That’s why it’s essential to take a good long look at where you are and where you want to go. Then make sure you’re taking all the right steps to get you there. Arcis can evaluate your current financial picture, reassess your plan, and help you determine what next steps will bring your long-term goals closer than ever.

Protecting what you have. You worked hard to build the lifestyle you now enjoy. The last thing you want is for that lifestyle to be threatened by the economy, taxes, or unforeseen health issues. Even if you have a plan in place to help protect your wealth, it’s important to make sure your solutions have kept pace with the growth of your assets. Take the time to review your entire financial landscape coverage to ensure you and your loved ones are adequately protected.

An eye to the future. One of the most effective ways to maintain wealth is to preserve your investment principal by using alternate income sources for your day-to-day needs.  Arcis can help identify those sources and position them for your use.

leaving a legacy

You didn’t get where you are today by accident. You worked. You saved. You invested. You planned. When you get right down to it, creating a lasting legacy for future generations isn’t all that different. You need to carefully plan now to help ensure that after you’re gone, the wealth you’ve accumulated lives on according to your wishes. Along with your legal and tax advisors, Arcis can help you devise an effective strategy for safeguarding your estate and making a positive impact on your loved ones, your community, and your world.

Preserving your estate.*
After everything you’ve put into acquiring wealth over the years, the last thing you want is for your estate to be splintered after your death. That’s precisely what can happen, however, if you don’t take steps to protect your loved ones from estate taxes. Fortunately, it can be a simple matter to put a solution into place that can keep your estate intact for the next generation.

* Arcis Wealth Strategies does not provide tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.

Making a difference for future generations. Leaving a gift for those who need it most through charitable giving can help share the benefit of your wealth with many deserving individuals for years to come. But in addition to the good that leaving a sizeable charitable contribution does for the community, it can also reduce your estate’s tax liability, helping obviate the effects of estate taxes on your hard-earned wealth. It’s a generous — and smart — way to make sure the causes and people you care about get the greatest benefit from what you leave behind.