Customized Advice

Generally, there are three questions clients are concerned with when they hire us:

  • What do I want my life to look like in the future?
  • Do I have the resources to get there?
  • Am I prepared for surprises?

We take these questions very seriously and it’s our goal to give our clients peace of mind about their finances.

Independent Objective Advice

For Ares Financial, it’s all about planning and advice.  Planning gives you purpose and guides your decisions.  Advice is the human element that clients are looking for when hiring a third party to help them. Having a trusted advisor that can assess your situation from the outside in an unemotional way is a valuable aspect of what we provide to clients.

The Importance Of Advice

As we get to know our clients over time, a very personal relationship develops, allowing us to be there for you beyond the scope of your financial life. You can call us at any time and tell us what is on your mind. We are here to help and guide you.

Knowing that your family has a trusted resource to lean on, even if something happens to you, gives our clients peace of mind.

Ultimately, our goal is to give you confidence knowing that we are there to make sure that all is taken care of in the way you want and expect.

Can You Predict A Good Time To Buy And Sell Stocks?

When it comes to portfolio management, we want to take a very complex world and make it simple and meaningful for clients.  Investing is all about risk versus reward.  The reason we lead with the financial plan and follow with portfolio management is because that is how you will determine how much risk you need to take.  There is no one-size-fits-all investment approach so it’s important to customize your investments to fit your financial plan. Based on the trajectory needed reach your goals, we will educate and advise you on managing risk and how increase the chances of meeting those goals.  We are not stock pickers, but instead believe in diversification, keeping investment fees low, and process-oriented strategies backed by logic and academic research.

Controlling What You Can Control

Ares Financial is a member of a select group of financial advisory firms with access to the innovative investment solutions offered by Dimensional Fund Advisers (DFA). Access to Dimensional’s mutual funds is not directly available to individual investors. DFA shares our fundamental belief that a sustainable investment approach takes advantage of academic research to strategically capture what the market has to offer without accepting uncompensated risk.

Whether you are just starting to think about organizing your financial life, ready to take the next steps, or want to evaluate your current financial plan, We’re here to help.