Investment Planning

Creating and growing the resources needed to reach your financial and lifestyle goals starts with a well-crafted investment strategy. A qualified CPA’s expert insight provides the foundation on which you can build a sound investment plan. We can:

  • Evaluate your assets, liabilities and cash flow, and determine how you can best meet your current financial need.

  • Explain the advantages and disadvantages of the full range of investment options, from ETFs, Treasury bills and insured certificates of deposit to life insurance, stocks and mutual funds.

  • Develop a plan that meets your short- and long-term financial goals, is consistent with your risk tolerance and has the potential to generate optimum returns during the time you have to invest.

  • Provide strategies for managing a sudden financial setback or windfall, including the best ways to use, manage and protect your resources.

Unlike some financial advisors we design and monitor your portfolio in our office. Why pay someone to manage your portfolio if they're not really going to manage it?

Portfolio Stress Testing


Investment Advisory services are offered through  Arbor Wealth Management, PLLC a State Registered Investment Advisor in Arizona, California, Utah, and Washington.