Our mission is to help establish, manage, and protect our clients' financial plan. We take that very seriously.
The idea that what works for one client won't necessarily work for another is true. In today's world, a client's financial situation can change at a moment's notice and each change is unique to that client. By getting to know our individual clients, we can start to predict what they will need. At Argent Advisors-Monroe, we can get in front of the problem and be prepared when change does occur.
Financial plans are done as requested. Once a financial plan is established, we use the proper portfolio for you. In some cases, we offer customized individual portfolios.
We believe the first step in Financial Planning is to establish a Retirement Planning Model that takes begins with today and takes you to a secure retirement. This is a written, goals oriented financial plan which factors in assets, savings, expenses, and retirement lifestyle
No matter where your objectives fall, we help our clients establish a definitive goal-oriented plan for current needs and the future.*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Argent Advisors, Inc. does not serve as an attorney or accountant. Argent Advisors, Inc. does not prepare estate planning documents or tax returns.
Every client we serve has a unique financial situation. An idea that works for one situation may not necessarily work for another. Contact us and see how our financial planning team can help guide you to your financial goals.
Get to know our financial planning team. Our team has over 60 years of combined, financial planning experience.
Keep up with industry news and information directly from our team of knowledgeable financial planners and advisors.