Young Professionals

As a young professional your life is in transition. You’re growing your career, moving, starting a business, getting married, or raising children. With all of this change, you also face the excitement and sometimes confusion of sorting through your finances.

We provide comprehensive financial planning for young professionals to help you navigate the ever changing financial landscape. We’re here to advise you, help educate you, and minimize surprises, but you’re in control. Our online tools and web-based meetings work with your busy lifestyle. It allows you the flexibility to meet with us when it’s convenient for you or use tools on your own to access your account anytime.

Under the conventional method of charging fees based on assets, many young professionals are ignored, despite the need for good financial advice early in their lives. Our use of a flat-fee structure allows us to charge you in a way that works best for you – monthly or quarterly. We won’t be charging you on a percentage of your assets, rather on the services we provide. We believe in this transparent fee approach so you have a clear idea of the cost of our services.

Our Services

  • Setting up your first financial plan.

  • Assessing your companies’ benefit package.

  • Insurance* needs analysis.

  • Investment education.

  • How to invest wisely before you are rich.

  • Roth conversion strategy.

  • Advice on your 401k.

  • Managing cash v. debt levels.

*Employees and Investment Advisor Representatives (IARs) may be licensed to sell insurance and be approved to do so as an Outside Business Activity (OBA). AresFC is not an insurance agency/brokerage nor does it receive any commission/fees for
insurance based activities.

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.