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The many benefits of working with Archetype

A relationship with Archetype can bring clarity, purpose, and direction to your financial journey. We help you make the most of your finances and your life.

Comprehensive, big-picture perspective

Your plan, which we call the Archetype Financial Blueprint®, is all-inclusive, incorporating all the facets of your financial life based on your needs: retirement, insurance, liability management, investment strategy, tax planning, estate planning, cash flow, charitable giving, and philanthropy. This comprehensive plan is tailored to your objectives and goals in an effort to provide you with financial security.

Tailored plans

We follow the premise that no two clients are alike, that you have different aspirations and a different financial picture from everyone else. Archetype advisors are committed to setting forth and overseeing a blueprint built for your unique goals. 

A focus on risk protection

Stock market investments can fluctuate significantly. Investments, though, are only one part of your financial health. By thoroughly understanding your assets and your outlook, your advisor can identify potential threats, explain downside, and help build a plan that better manages risk.  

Ongoing dialogue

We believe that consistent, clear communication leads to better-informed decisions from both parties – you, as well as your advisor. We therefore encourage ongoing discussion, whether a quarterly performance review or a monthly conversation about your Pershing/Archetype financial statement. By keeping current, we can anticipate, acknowledge, and act accordingly as your life and the markets evolve. 

Valued premium services

Archetype includes many services as part of our basic fee, not as add-ons. This structure makes our fee more accurate and more reasonable because there are no fees associated with products. For more information about our fees and services please refer to the SEC’s Investment Adviser Public Disclosure website or the document links in the Resources section of this website.

 

 

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