- Tax PlanningLicensed by the Certified Financial Planner Board of Standards, CFP® must complete an advanced college-level course of study addressing financial planning subject areas, including insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. In addition, they must pass the comprehensive CFP® certification examination and obtain at least three years of full-time financial planning-related experience. To maintain the designation, CFP®, the certificant must complete 30 hours of continuing education every two years, including a course on ethics.
- Charitable GivingOur Charitable Giving services help you to clarify your philanthropic values and your family mission, and leverage well-designed and highly effective tax-efficient components to support your family’s intent, values, and worthy causes. Our experience includes evaluating alternative philanthropic planning structures, providing multigenerational advice and education, coordinating the establishment of charitable trusts, foundations, and donor-advised funds.
- Income Tax
- Investment ManagementOur Financial Life Planning services empower you to achieve your lifestyle goals both now and throughout your retirement years. We use our extensive knowledge and years of experience in income and expense planning, investment selection, portfolio management, asset allocation, and taxation and actualize your unique vision and life's intention. Our values-centered financial planning services are designed to help you and your family achieve your life goals with greater confidence. We are here to make investing a more integral aspect of your life, and to enhance your personal understanding of and relationship with money.
- Wealth ManagementWhile our ideas and approach are by no means new, few advisors offer wealth management services with a true focus on values-oriented, mission-focused sustainable investing. Our clients seek us out not only for our well-researched traditional investment instruments and strategies, but also as a result of their desire to align their values with equally carefully researched, sustainable, social and environmentally responsible investments.
- Financial PlanningThe FPQP™ designation is for those who have no financial planning experience and want to start building that foundation. The program covers the main facets in personal financial planning with a focus on practical application, such as estate, tax, retirement, insurance, and investments.
- Retirement PlanningOur Retirement Planning services establish personal plans (IRA and ROTH) and analyze employer plans to help you make decisions that support your vision and long-term financial goals. We help support your understanding of what you are investing in—including how each option aligns with your sustainable investing goals—and the long-term benefits of your participation in each plan. Arista Advisory Group also provides individualized Social Security and Medicare planning.
- Asset ManagementAt Arista Advisory Group, LLC, our asset management compensation is 100% transparent, so you know exactly what we make and the value we provide. We charge a competitive asset under management (AUM) annual fee that is computed on the value of the assets we manage. In certain circumstances, a financial planning fee may be charged.