Caring For Our Clients with Holistic Financial Services

Customized Options Based on Your Unique Situation

Your financial plan should be specific to you. With a variety of options available, our objective is to help you choose the right financial services and products to support your financial and retirement goals. During the last 30 years, our work with so many varied clients has provided us with invaluable insight that can help you! These are some of the ways we can help our clients:

Financial & Wealth Planning

Once we know your goals, and we know the current state of your finances, we can make recommendations and create a plan for you. There are usually many paths to reaching your goal. We can help you discover the pros and cons of each to develop a comprehensive wealth management plan.

Investment Management

Aligning your portfolio allocations with your risk tolerances to help ensure that you’re comfortable with your wealth management choices is always the first step. After that, constant monitoring, review and assessment gives us the right information to stay the course or course-correct if needed.

Portfolio Management

Financial and retirement assets can be held in a variety of accounts, each with its own level of complexity and maintenance. We can help make sure all of your accounts are in sync with one another and handle the ongoing monitoring and adjustment required.

Retirement Income Strategies

We believe an enjoyable and lasting retirement depends on having a stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets and preserves a legacy.

Legacy Planning

Legacy planning can be an emotional and complex series of decisions. If you want to leave your assets to heirs, a charity, or want to develop a business succession plan, we can help design a strategy to accomplish this goal.

Tax Minimization Strategies

Taxes will always be a part of life, but we can review your assets and see if strategies to reduce taxes might apply in your situation. Every dollar saved today can work for you in retirement.

Insurance

People often talk about insurance as “protection,” but it can also be a form of risk mitigation. It ensures that, no matter what twists and turns come with life, clients have a safety net in place. Whether it’s life, long-term care, disability, or an annuity – insurance can provide resources when most needed.

Social Security Maximization

Choosing when and how to draw Social Security can be a tough decision. A number of factors including marriage status, can impact your options. We can help you navigate the possibilities, with a goal of helping you get the most from your hard-earned benefits.

Workplace Benefits & Defined Benefit Pension Maximization

It can be difficult to know how your benefits and defined benefit pension will align with your other assets and Social Security in retirement. It’s important to review what’s in place and see if all income streams will work together to support your goals. We also help business owners with various strategies for employee benefit options.

Ready to schedule an appointment to discuss your financial future?

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.

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Phone:

(936) 760-2215

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.