As our Argent Advisors of Monroe Mission states, our Primary Goal is to help you establish, manage and protect your financial plan.
In today's world, a client's financial situation can change at a moment's notice and each change is unique. By getting to know our client, we can start to predict what you will need. We can get in front of it and be prepared when financial and life changes do occur.
Establish - Do you even know what your goals are? Do you have an anticipated retirement date? Do you know if you are "on track?"
Manage - Are your Investments structured in the most efficient way to obtain your goals? Is your plan reviewed regularly and updated as things change?
Protect - Do you understand the risks to your plan? Are your assets truly diversified? What if you were no longer able to work? Are your assets structured to minimize the risk of lawsuits or long-term care needs?
We are here to get you on the right track toward retirement and other financial goals, keep you on that track, and help ensure that you get where you want to be!
Contact our office and we would be glad to meet with you, free of charge, to see if we can help.*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.