{"id":303,"date":"2021-11-15T12:32:19","date_gmt":"2021-11-15T17:32:19","guid":{"rendered":"https:\/\/aademo5.com\/?page_id=303"},"modified":"2022-11-16T10:46:49","modified_gmt":"2022-11-16T15:46:49","slug":"about-us","status":"publish","type":"page","link":"https:\/\/aademo5.com\/about-us\/","title":{"rendered":"About Us"},"content":{"rendered":"\t\t
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About Us<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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Home \/<\/a><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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About<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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About [Firm name] Services<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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At [Firm name], we believe that managing your money wisely means being knowledgeable about all your options. That\u2019s why we place a heavy emphasis on financial education.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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There Is an Alternative to Wall Street's Growth Strategies <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t[Firm Name] is a full-service financial firm dedicated to helping clients meet their long-term financial goals through income-based financial strategies. Our financial advisors are Income Specialists who are well-versed in income-generating investment strategies designed to help clients preserve their savings, so they can use it as a steady source of retirement income that is not dependent on stock market growth.\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Our 7-Step Process<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the foundation of our success.<\/p>

  1. Identify Lifetime Objectives & Strategies\u00a0
    <\/strong>At [Company Name], we don’t believe in a “cookie-cutter” approach. No two situations are alike. We tailor your financial strategies to help you in achieving your specific lifetime goals and objectives.<\/li>
  2. Determine Your Risk Profile\u00a0
    <\/strong>How much of your money should be in the stock market? How much should be in more conservative investments? We believe in staying within your comfort level rather than chasing short-term market returns.<\/li>
  3. Understand All of Your Options\u00a0
    <\/strong>Some advisors are not willing to spend the time to educate you. We believe an informed client is a good client. We believe peace of mind may come from understanding your options.<\/li>
  4. Build Your Portfolio\u00a0
    <\/strong>Your personal preferences as well as your cash flow needs are some of the factors that determine your investment allocation. In building your model, we educate you about today’s more conservative income-generating investments, so you can make informed decisions.<\/li>
  5. Optimize Your Investment Allocations<\/strong>

    If you desire, we will help you allocate the equity portion of your investments in conjunction with modern-portfolio theory and mean-variance optimization.<\/p><\/li>

  6. Identify Tax Reduction and Catastrophic Protection Strategies
    <\/strong>Once your investment allocation is completed, we help coordinate your affairs. Our focus is on minimizing income taxes and future death taxes as well as helping to potentially protect you and your assets from healthcare catastrophes.<\/li>
  7. Schedule Regular Periodic Reviews\u00a0
    <\/strong>We believe regular periodic reviews will help you stay the course. Our firm’s success, in large part, comes from an emphasis on client service. We strive to contact each of our clients at least four times a year.<\/li><\/ol>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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    About Us Home \/ About About [Firm name] Services At [Firm name], we believe that managing your money wisely means being knowledgeable about all your options. That\u2019s why we place a heavy emphasis on financial education. There Is an Alternative to Wall Street’s Growth Strategies Our 7-Step Process Our first priority is helping you take …<\/p>\n

    About Us<\/span> Read More »<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"yoast_head":"\nAbout Us | Melbourne, FL. | Arbor Financial Services<\/title>\n<meta name=\"description\" content=\"At Arbor Financial Services of Florida, we believe that managing your money wisely means being knowledgeable about all your options. 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