FEE-ONLY
"Start with the general practitioner...a Financial Planner (whose) compensation should be from fees alone."
Money Magazine |
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Our Services

Fee-Only Financial Planning and Advice for Everyday Life
Archer Financial Planning, LLC provides comprehensive financial planning advice. Clients have the flexibility to engage us on either a one-time basis or whenever they think they could use some help. Our unique hourly-fee structure, without an account size minimum requirement, puts quality financial planning within the reach of people from all walks of life - not just the wealthy.
We can help you address your specific financial planning objectives in areas such as:
- Retirement Planning
- Education Funding
- Portfolio Analysis
- Investment Selection
- Financial Check-Ups
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- Budget/Debt Management
- Disability Planning
- Tax Planning
- Risk Management Review
- Estate Planning
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Financial planning is a multi-step process that provides you with two important benefits:
(1) An in-depth review of your current financial situation, and
(2) a blueprint that shows you how to achieve your goals and objectives for the future. At Archer Financial Planning, LLC, the financial planning process consists of seven distinct steps as outlined in Our Process. It is important to recognize that financial planning is an ongoing process -- not a one-time event.
Remember, you don't need to have a fortune to start building one! Today is always the best time to get started.
Please call us at (502) 403-1085 or e-mail us to schedule a no-obligation Get Acquainted meeting in our Shelbyville Road office. At our Get Acquainted meeting, we'll talk about your financial goals and concerns and review a confidential questionnaire, you fill-in prior to our meeting.
We think you will find the financial planning process to be stimulating and enlightening. Better yet, the end result will lead to greater peace of mind about your family's financial future.
We look forward to helping YOU build a brighter financial future! |
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