Personal Financial Planning Solutions

A CPA/PFS has an unparalleled understanding of how to help clients benefit from today’s complex decisions about taxes, retirement, estate planning, investments and insurance.

Financial planning

  • Comprehensive & understandable financial planning.
  • Specialized guidance from a CPA/PFS can help you develop a plan that delivers a secure and comfortable retirement.

Real Life solutions

  • Reducing your financial stress.
  • Budgeting & tax solutions.
  • A professional & personal service.
  • Technology driven environment enhancing your experience.

investment management

  • Your financial plan should have a well-crafted investment plan.
  • Built exclusively for each client, right here in our office. 
  • Sophisticated risk management balancing growth & conservation.
 
 

Who are we 

At Arbor Retirement Solutions we are an independently licensed Registered Investment Advisory Firm and a Certified Public Accounting firm. We adhere to strict code-of-conducts and act as a fiduciary, putting our client's financial needs before our own.  

We work one-on-one with all of our clients coaching and advising them through all stages of their financial life. 

We don't charge for our time, we charge for our product. 


the client experience

  • Transparent fees mean you know exactly what you're paying for. We bill for the execution of our service, not for the time to get to know you. 
  • We make sure all the major components of your financial life work in harmony, personally assisting you through the entire process. 
  • Our technology provides for a painless on-boarding experience and allows you to stay as involved with the monitoring of your financial plan as you would like. 
  • Working with us means you have a direct line of communication with the professionals who really work on your financial plan. 

what is a cpa personal financial specialist 

The Personal Financial Specialist (PFS) credential is the only financial planning credential that requires having a CPA license first. The AICPA grants the PFS only to those CPAs who have had specialized financial planning education and thousands of hours of real world experience. 

All financial planners are not created equal. A CPA/PFS has an unparalleled understanding of how to help clients benefit from today's complex decisions about taxes, retirement, estate planning, investments and insurance.  

The PFS professional has the experience, ethics and expertise to get the job done right.