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About Us. Our Process. OUR ADVICE.

WHY ARCHWAY?

Amid an ever changing investment landscape, investors need an experienced Advisor they can trust who can guide them through the intricacies of investing and financial planning. At Archway, we work closely with our clients to evaluate each component of your financial situation, and to develop and implement a custom financial plan to help turn your goals into a reality.

Our process starts with a thorough analysis of your current and future financial situation and continues with an ongoing conversation about your lifetime and legacy goals.

We believe investment success is achieved by establishing and maintaining a disciplined investment strategy throughout all market cycles. We pride ourselves on a strong client-advisor relationship, unparalleled client dedication and open communication.

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Financial Planning

Cash Flow Needs.
Retirement Goals.
Monte Carlo Analysis.

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Investment Management

Asset Allocation.
Global Diversification.
Maximize After-Tax Return.

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Risk Management

Wealth Protection.
Survivor Needs. 
Estate Distribution.

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Helpful Content

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Jane Bond: Decoding Diversification

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

 

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Surprises

Making the most of surprises is a great reason to work with us.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

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