Securing Your Legacy Across Generations

 

                                                      Meet the Aristata              Financial Team

 

who we serve

Young Professionals

Guidance and strategies through the every stage to lay the foundation for a confident financial future

Entrepreneurs

From succession and investment strategies to retirement, create a plan that will withstand a volatile market

Affluent Families

Creating generational wealth for a lasting legacy with the bones in place to last for generations to come

Resource Center

Valuable insights curated for you by the Aristata Financial team

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Financial Roots Blog

Financial Planning – Helping You See the Big Picture

Financial Planning – Helping You See the Big Picture

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.  That's where financial planning comes in. Financial planning is a...

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Have the Talk Before It’s Too Late

Have the Talk Before It’s Too Late

Does your family know your wishes for your money after you’re gone? Putting it in a will is a great start but doesn’t go far enough. There is a way you can be clear about your wishes, help preserve family harmony, and increase the chances that your legacy will live on...

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Reaching Retirement: Now What?

Reaching Retirement: Now What?

You've worked hard your whole life anticipating the day you could finally retire. Congratulations — that day has arrived! But with it comes the realization that you'll need to carefully manage your assets to give them lasting potential. Review your portfolio regularly...

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Who We Are

Who We Are

There’s no one-size-fits-all solution when it comes to your finances. You should have a financial advisor who gives you individualized attention based on your needs. Here’s a video on why that’s so important to us:At Aristata Financial, we serve a select group of...

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Value of a Financial Plan

Value of a Financial Plan

Have you ever walked into class and your teacher gives you a pop quiz? That unprepared feeling shouldn't be how you face retirement. We can help you take out the guesswork on when and how you can retire. Here’s a short video on the value of a financial plan:You...

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Protecting What’s Most Precious To You

Protecting What’s Most Precious To You

Are you looking for a way to secure your family’s future and protect your hard-earned assets?  One way to do this is to create a comprehensive estate plan. Watch this short video to learn about how you can get started planning.Leaving your Legacy Do you have a...

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