Clients generally come to us for one of two reasons: (1.) They are in the desirable position of having significant wealth in need of competent, objective management; or (2.) They’re serious about taking the steps necessary to one day be in that position. Whatever your reason for visiting our website, thank you for your interest. Financial planning is a relationship, not a transaction. So, we want to make it easy for you to thoughtfully decide if you want to pursue a relationship with our firm. Ultimately, we’re here to do one thing, as described in our tagline:

Helping busy people make smart financial decisions.
Our happiest clients tend to share three characteristics: they are Collaborative Delegators, Disciplined Spenders and Realistic Investors. Read more about our Ideal Client… They are bright decision makers; who can openly share important facts, beliefs and goals; balance current consumption with building for a sound future; and recognize that in an uncertain financial world there are no easy, quick and certain solutions.

The details of our firm, our services and our contact information is available through the links listed on the left. Here are the key points that most prospective clients want to know about us:

• We are a holistic wealth management firm committed to helping our clients achieve long-term financial success. When we say “holistic,” we mean that we work with the “big picture” of your wealth, rather than simply its individual components. We examine relevant tax strategies, investment options, cash flow implications, estate planning issues, risk management approaches and available fringe benefits that may affect you in achieving your long-term goals.

• We act as a fiduciary for our clients. We receive no commissions or any third-party compensation. This allows us to reduce or eliminiate conflicts of interest and align ourselves with only you and your best interest in mind.

• We use a fee structure that is unique within our profession because it is affordable and fair, whether you are just getting started, are of modest means or have accumulated sizeable wealth.

• We know our business and have years of experience working as a professional team to help your plans become reality. We have specific knowledge in serving professionals in general, and physicians in particular.

At The Arkansas Financial Group we know that your financial life is complex, so we work with your broad, relevant facts to give you sound advice. This limits our availability for “project” work. We are not your firm if you are looking for:

• Ad hoc consultations or “quickie second opinions”;
• Management of a piece of your investment portfolio; or,
• Preparation of a plan that you will implement on your own.