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
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