Zoey Thompson, Features Editor
(Cumming, Georgia) Precise wealth management and financial planning have become ever-more important with the rising cost of living, inflation, and longer lifespan of Americans. Retirement incomes are not lasting as long or as vigorously as people had planned, forcing many Americans in the second half of their careers to rethink their investment strategies and look for better, more stable solutions. Kurt Arseneau has been in the business for nearly twenty years and has worked with some of the largest names in insurance and financial planning. He is an Investment Advisor Representative and currently holds his series 65 license as well as his health and life insurance licenses. As a respected financial advisor, he has lectured, coached, and even been asked to contribute to major financial planning and wealth management strategy books and courses. Kurt recently branched off on his own and co-founded what he calls a “client first” firm. Arseneau Advisory seeks to reduce risk, maximize income, and promote client involvement.
“I have a large family that I love and want to provide for even after I’m gone,” says Arseneau. “My clients are no different than I am. They want to have money for their retirement and be able to provide for the people they love. Having worked in his industry for many years I learned what works, what doesn’t work, and how to treat people. Arseneau Advisory will always put the client first and we will go above and beyond to provide the right solutions for our clients.”
These solutions involve a heavy investment into technology that he believes will make the difference between providing good returns on investments and providing the best returns. The first is Asset Lock. Kurt is currently one of the few Asset Lock Equipped Advisors in the market today. This revolutionary and proprietary software enables the firm to communicate regularly the status of the client’s personal Asset Lock Number. This number is chosen by the client to represent what he or she is comfortable losing in the market. The system alerts the client when they are close to closing in on that number or when they reach a high water mark for their account, enabling them to make a decision. The second product is “Solomon API” that monitors the client’s accounts day and night.
“Solomon API is a really great tool that looks at 150 market indicators at any given time,” explains Arseneau. “These indicators allow us to move from an ETF portfolio or Mutual fund portfolio to a bond portfolio and back again. It is very advanced stuff that no human could ever do.”
Prior to starting Arseneau Advisory, he co-founded an Insurance Marketing Organization that coached financial professionals all over the country with planning their client’s financial journey. In 2016, after watching many financial professionals put their needs first, Kurt decided to sell that company to his partners and open Arseneau Advisory Group as a fiduciary. According to Kurt, this gives his clients additional peace of mind knowing that his firm is held to the fiduciary standard, as well as being holistic and unbiased in the planning process. Having no products to sell on the shelf enables them to meet their goal of being truly independent.
For more information, visit: www.arseneauadvisory.com
Company Name: Arseneau Advisory Group
Contact Person: Kurt Arseneau
Country: United States