Eric Lai and John Wenzel of Archvest Wealth Advisors are pleased to announce the Financial Wellness Initiative.
It is Archvest Wealth Advisors' goal to empower and make individuals more financially aware of their circumstances and help build the framework to achieve financial freedom.
They start with a complimentary financial wellness check. During this check Archvest Wealth Advisors will review and help cleints outline the steps needed accomplish their financial goals. From budgeting to planning for college expenses, and navigating tax issues to saving for retirement, financial planning is more than just discussing investments.
All wellness checks are completed by a CERTIFIED FINANCIAL PLANNER Professional, the standard of excellence in the financial planning industry.
Please give Archvest Wealth Advisors a call at 925-215-5600 to schedule an appointment or visit the website at www.archvestwa.com to learn more about the Archvest Advantage becuase one investment size never fits all.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.