ABOUT US

What You Can Expect
From ARTAAD Financial:


OUR OFFICE

ARTAAD Financial

128 Tommy Stalnaker Drive
Suite 300
Warner Robins, GA 31088

PHONE 478-333-3790
FAX 478-333-5043

CONTACT US →

TRANSPARENCY TO FEES, RISKS AND OUTCOMES

  • Confirmation of fees associated with each offering
  • Explanation of risks associated with each investment or strategy
  • Periodic reviews, revisiting the advice you've received, outcomes you've experienced and any recommended changes to the approach
  • Use of plain language

ADVICE CUSTOMIZED FOR YOU WITH A DISCIPLINED WEALTH AND INVESTMENT PROCESS

  • Evaluation of your financial situation and help prioritizing what you hope to achieve
  • A clearly defined investment process
  • Regular monitoring of your progress and offering adjustments as your needs change
  • Tools and expertise that embody the best thinking of the firm

RESPONSIBLE SERVICE PERSONALIZED TO YOUR PREFERENCES

  • Explanation of all available services – whatever works best for you throughout the relationship
  • Keeping in touch the way you want – in person, by phone, online, or mobile
  • Tools to help you stay connected and monitor your financial picture
  • Timely responses to your questions or concerns and interactions

A TEAM OF ADVISORS THAT UNDERSTANDS YOUR NEEDS AND GOALS

  • Trained and dedicated to understand your unique goals while helping you achieve them
  • It's about a dialogue and ongoing narrative, not just an occasional conversation