Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Stock

Exchange Traded Funds (ETF)

Mutual Funds

Traditional & Roth IRA

Educational IRA

SEP & Simple IRA

Brokerage Accounts

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Annuity Products

Client Services at No Extra Charge

Notary Public Service

Signature Guarantee Service

Portfolio Web Access

Client Appreciation Events


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

matt@arkwm.com | (717) 695-2617

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