With professional management, navigating your financial future can feel easier and less stressful, even during some of the most crucial moments of your life.
When you work with Artésa Financial Group, you gain access to professional management that strives to ensure your retirement savings are working just as hard as you are. We recognize that running out of money in retirement is a common worry, and our personalized approach helps to give you confidence to face the future.
Your retirement savings and income are vitally important to your future and deserve individualized management. Lacking a knowledgeable advisor means spending your working years without the assurance that you are on the right track for your future goals. When retirement comes it also means having to establish trust with someone new—or perhaps even a machine—during crucial periods. We all know how unpleasant those automated recordings can be. Let us be your reliable guide through every stage of your journey.
Many people face some common challenges when managing their retirement accounts:
We get to know you and your hopes, dreams and desires for the future, creating a foundation of trust and understanding.
We develop personalized strategies striving to optimize your financial situation in real time.
We strive to ensure you have a plan for creating a sustainable income throughout your retirement.
We keep you informed with regular updates and are always available to address your concerns.
Our commitment to top-notch service means you always have a dedicated professional ready to assist you.
Artésa Financial Group’s process is designed to be simple yet effective. We follow a step-by-step approach and strive to ensure your retirement planning is thorough and tailored to your needs, especially when it comes to strategizing the best-possible strategies for your employer-sponsored plan.
We get to know you and understand your unique financial situation.
We develop a personalized plan striving to create alignment with your goals.
We put your plan into action.
We monitor and adjust your plan as needed.
We conduct regular reviews to monitor your plan.
This is the text area for this paragraph. To change it, simply click and start typing. Once you've added your content, you can customize its design by using different colors, fonts, font sizes and bullets. Just highlight the words you want to design and choose from the various options in the text editing bar.
This is the text area for this paragraph. To change it, simply click and start typing. After adding your content, you can customize it.
We encourage you to fill out the questionnaire if you’re eager to get the process started, or if you feel more comfortable, schedule an appointment with us to talk on the phone or face-to-face. We cannot stress enough how important getting to know you and your aspirations is to your overall retirement planning, and we’d be honored to guide you!
Choosing Artésa Financial Group means choosing a partner dedicated to making your retirement planning effortless and personalized. Let us guide you through every step of the way, providing the expertise and support you need to have peace of mind during your retirement.
At Artésa Financial Group, we are obsessed with providing personalized care. Our experience in the financial industry has taught us that people want to do business with people, not machines.
Customer service is our top priority. No voice-activated machines here—always a person on the other end of the phone. When you have an issue or question, the last thing you want is to struggle through a dozen automated questions only to find that you didn’t get to the right person or someone knowledgeable enough to assist you.
Here, we pride ourselves on being available when you need us, and going out of our way to get you the answers you need.
Artésa Financial Group was founded in Conroe, Texas by Frank Cannon. Frank has been assisting clients in the financial services industry for more than 20 years and values the issues relating to each of their stages of life. In 1985, he began his career in the financial field working for a firm in downtown Houston, Texas. Through his dedicated time and experience working with his clients, Frank's main focus remains on seeking asset preservation and customizing conservative portfolios that fit the needs of his pre-retirement and retired clients. Frank holds several designations and licenses, as well as the distinguished, Certified Fund Specialist. He also partners with other professionals in the legal, medical, and accounting industry to complement his client’s estate planning needs.
With many years of administrative management experience, Bobbi, Frank's wife, is responsible for the day-to-day operations of Artésa Financial Group, LLC. Most importantly, with regards to customer service and in line with the Artésa Financial Group’s mission statement, she promotes to the firm’s staff the importance of delivering a level of customer service that exceeds expectations. Finally, the financial and accounting functions for Artésa Financial Group is also included with her many tasks. Outside the office, Bobbi enjoys family time and many sporting activities.
Christy Hayes joined Artesa Financial Group directly after graduating from Texas A&M University with a BS degree in Economics in 2012. In the first few years of working within the firm and learning from the bottom up, she quickly advanced to be a Financial Advisor completing her Series 65 License, General Lines Agent license, and acquiring the Wealth Management designation. As an advisor, she enjoys working with clients for both their immediate and long-term goals. In addition, she has written a book, Finding Your Financial Balance, that shares her own personal experiences and practical approach toward financial freedom. Christy also maintains the regulatory requirements for the firm as Chief Compliance Officer. Christy’s favorite things are time with her husband and two children cooking, traveling, and doing anything outdoors.
Call or fill out the form below to book a no-cost, no-obligation strategy session with Christy Hayes or Frank Cannon at Artesa Financial Group today.
Fields marked with an * are required
Phone:
Email:
chayes@artesafinancialgroup.com
Address:
2040 North Loop 336 West
Suite 227
Conroe, TX 77304
Artesa Financial Group ("Artesa") is an SEC registered investment adviser located in Conroe, Texas. registration does not imply a certain level of skill or training. Artesa and its representatives are in compliance with the current registration and notice filing requirements imposed upon state registered investment advisers by those states in which Artesa maintains clients. Artesa may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Artesa's web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Artesa's web site on the Internet should not be construed by any consumer and/or prospective client as Artesa's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools, calculators, or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Artesa. For information pertaining to the registration status of Artesa, including Artesa’s Form ADV, you can contact us or look for us on the Investment Adviser Public Disclosure website at: www.adviserinfo.sec.gov.
The information provided on this web site is provided for informational purposes only and should not be used as a substitute for professional investment advice. While all information on this web site is gathered from sources that we deem to be reliable, we cannot guarantee the completeness and/or accuracy of such information. The tools and calculators accessible on or from this web site are provided by third parties solely for your convenience and we do not guarantee their proper operation or the accuracy of the information resulting from their use and disclaim all warranties, both express and implied, regarding their operation and use and from the information resulting therefrom. Artesa does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Artesa's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly. ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.
TX License #1836398. Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our investment, insurance and other services can meet your financial and retirement needs.