AR FINANCIALS
Creating wealth for families..
How Can We Help You?
Our Services
01
Investment Planning
Investment planning involves evaluating financial goals, identifying suitable assets, and allocating resources to maximize returns while managing risks effectively. It ensures disciplined saving and strategic investment for long-term financial growth
02
Living Will & Trust
A Living Will outlines your medical wishes in case you’re unable to communicate, while a Trust manages your assets and ensures a smooth transfer to beneficiaries, avoiding probate. Together, they provide clarity and control over your healthcare and estate planning.
03
Tax Saving Plan
A tax-saving plan helps reduce your tax liability by utilizing deductions, exemptions, and investment options, while aligning with your financial goals. It ensures efficient tax management and fosters long-term wealth creation.
04
Retirement Planning
Retirement planning is the process of setting financial goals for your post-working years and creating strategies to achieve them. It involves saving, investing, and managing funds to ensure a comfortable and secure retirement.
05
College Funding Plan
A college funding plan helps parents or students save and invest to cover future education expenses. It involves budgeting, exploring scholarships, and leveraging investment options to ensure financial preparedness for college costs
06
Life Insurance
Insurance provides financial protection against unexpected risks or losses, such as illness, accidents, or property damage. It involves paying premiums to ensure coverage and support during unforeseen circumstances, offering peace of mind and security.
AR Financials
At AR Financials, we specialize in empowering individuals to achieve their financial goals with confidence and clarity. With a deep understanding of financial planning, investment strategies, and risk management, our expert team delivers tailored solutions that align with your unique needs.
We prioritize trust, integrity, and innovation to help you navigate the complexities of finances, ensuring a secure and prosperous future. Whether it’s tax planning, retirement strategies, or wealth management, AR Financials is your partner in building a strong financial foundation and realizing your aspirations. Let us guide you toward lasting financial success.
Our Amazing Team
We are a passionate, dedicated individuals committed to achieving excellence in everything we do. Each member brings unique skills, experiences, and perspectives that drive innovation and success. Together, we foster a collaborative environment where ideas thrive, challenges are conquered, and goals are surpassed. Our shared values of integrity, creativity, and teamwork ensure that we deliver outstanding results while building strong relationships with each other and our partners. We are proud to be your Amazing Team!
Raji Ashok
Chief Business Leader
Raji is an exceptional business leader, renowned for empowering and mentoring the next generation of leaders to achieve success in their endeavors.
Ashok Kalidasan
Chief Business Leader
Ashok is an exceptional business leader, renowned for empowering and mentoring the next generation of leaders to achieve success in their endeavors.
Schedule an appointment.
✓ Financial Consultation
✓ Financial Health Check-Up
280
Orders processed
150
Active Clients
3+
No Of Years
Frequently Asked Questions
How can we connect with you?
You can set up a zoom meeting using the Schedule an appointment link or call our team directly at 682-365-0210 / 682-323-1851.
How much does it cost?
We don’t charge any fee for financial education or guidance. We provide the financial need analysis and will design the appropriate solution
What is your expertise?
We are a team of state licensed financial professionals trained in designing unique financial strategies for solving needs such as Estate Planning – Living Will and Trust, Kids college education planning, Personal and income protection, Retirement planning strategies and Tax saving strategies and Market risk mitigation investment strategies.
Can I become a partner with you?
You can reach us by providing your details using the Contact section. We will help you get started, provide training and mentorship.
What providers do you work with?
We have access to the well established, best rated and 100+ years in the market companies. We will choose the solution and provider based on your needs and goals.