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Holistic Financial Planning, Simplified

Empowering Wealth, Enriching Futures - Your Strategy for Financial Excellence.

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<sup>How We Help</sup>One Hub for All Your Financial Decisions

How We HelpOne Hub for All Your Financial Decisions

Our approach integrates all aspects of your financial life, aligning your short-term and long-term goals, values, and experiences with money.  It’s a comprehensive Holistic strategy that looks beyond mere numbers, factoring in every element that influences your financial journey.  This hub is where every financial decision is made, ensuring that each aspect of your finances contributes positively to your overall financial health.

What We Offer

Our primary focus is to provide a complete solution that encompasses coordinated financial planning, asset management, tax management, protection planning, and Legacy planning.  Think of us as your household CFO, dedicated to optimizing every aspect of your financial life to help you maximize your return on life.

No matter what challenges you face, chances are we have helped clients navigate similar situations.  We’re here to guide you on your journey to financial success, aligning your wealth with your values, aspirations, and fulfillment in all aspects of your life.

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Financial Planning

This is the foundation of wealth management. It involves assessing your current financial situation, setting goals, and creating a roadmap to achieve those goals. It considers various aspects like cash flow planning, savings and investing, as well as retirement income distribution planning.

Asset Management

We recognize that managing significantly more assets requires an informed and disciplined approach. Our expert staff thoughtfully helps you construct a tax-efficient investment portfolio tailored to your risk tolerance, time horizon, and preferences.

Tax Management

It’s not about what you make, it’s about what you keep, and taxes can take a big bite out of your total wealth if left unmanaged. Our approach to taxes is three-fold: tax planning, tax management, and tax preparation. Tax planning is the blueprint to how we save you money on taxes.

Protection Planning

Our approach involves assessing and mitigating risks that could affect your financial well-being. This includes having appropriate insurance coverage (such as life, health, long-term care, and disability) to protect against unforeseen events and potential financial losses.

Legacy Planning

Preserving your legacy and efficiently passing on your wealth to who you choose is a top priority, especially for those with considerable wealth. This involves organizing and managing your assets to ensure their efficient transfer to your beneficiaries after your death.


"Your financial goals are personal. Your financial advice should be too."

Who We AreWe Are Dedicated to Helping You Navigate the Complex World of Finance

Arseneau Advisory Group was founded by Kurt Arseneau, with the philosophy to make clients’ financial lives easier through Holistic Financial planning, simplified.

Holistic Planning ProcessThe Bucket Plan

For all new clients, we engage in a 4-Step process to build your holistic plan in your best interest:

Discover

  • About You
  • Your Goals & Objectives
  • Your Current Finances & Taxes
  • Your Priorities
  • Our Services
  • The Process

Design

  • Organizing Your Financial Life
  • Understanding Your Net Worth
  • Assessing Your Cash Flow
  • Tax Return Review
  • Analyzing Your Risk
  • Developing Your Plan

Deliver

  • Finalyze Your Customized Bucket Plan
  • Align Investments with Your Market Volatility Tolerance
  • Optimize Your Cash Flow
  • Provide Solutions
  • Transition Plan & Implementation

Dedicated

  • The Bucket Plan Update
  • Investment Management
  • Tax Management
  • Protection Planning
  • Estate Planning

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Contact UsDreaming it is just the beginning; making it happen is within your grasp.

If you think we may be a good fit for you, we would be honored to join you on your Financial Journey.

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