How we work with you

How we work with you


Financial planning is complex, and it may be difficult to know where to start. We believe you deserve to feel confident about your financial future and have a clear strategy in place. Arbors Group is here to be an objective and dependable partner on your journey. We’ve helped many clients over the years by working with them in one of three ways:

Dedicated Planning Services

Receive comprehensive financial planning for a flat fee that is determined by the complexity of your financial landscape.

Managed Account Services

Obtain money management services through model portfolios that align with your risk tolerance and life stage. There is an ongoing fee for this service.

Product Solutions

If you need risk protection, such as life, disability or for long-term care needs, you would pay a monthly or annual premium for these products.

Ready to get started? Reach out to schedule a call or virtual meeting with Cathleen or Melissa so we can get to know you and learn about your needs. We look forward to meeting you soon.