David W. Treichler, CFP^®, AIF^®, CLU^®
Arabella Wealth Advisors

Financial Services

With personalized financial planning from Arabella Wealth Advisors, you'll get the investment advice you need to help achieve your financial goals.

Your mix of assets and objectives are unique. Your financial plan should be the same. You need a partner who will focus on providing a thorough understanding of your situation, needs, and preferences and help you plan for growing your assets while protecting your base of wealth.

Whether you are planning to sell your business to an outside party, thinking of implementing an internal succession plan to transfer ownership to the next generation, or considering the strategic acquisition of another firm, an understanding of the true drivers of valuation is critical.

We all dream of beating the market and being super investors and spend an inordinate amount of time and resources in this endeavor. Consequently, we are easy prey for the magic bullets and the secret formulae offered by eager salespeople pushing their wares. In spite of our best efforts, most of us fail in our attempts to be more than average investors. Nonetheless, we keep trying, hoping that we can be more like the investing legends – another Warren Buffett or Peter Lynch. We read the words written by and about successful investors, hoping to find in them the key to their stock- picking abilities, so that we can replicate them and become wealthy quickly. We use our effective asset allocation methodologies to manage and monitor investments.

A secure, comfortable retirement is every worker's dream. And now because we're living longer, healthier lives, we can expect to spend more time in retirement.

Whether you're starting a new job or getting ready to retire, you'll have to make a decision about your 401(k).

Insurance is a crucial element of any financial plan. It protects you and your loved ones against the cost of accidents, disability, and death.

An annuity is a contract between you and an insurance company that is designed to meet retirement and other long-range goals using a team approach.

Estate planning is a process involving the counsel of professional advisors who are familiar with your goals and concerns, your assets and how they are owned, and your family structure.

We reach beyond your portfolio to design and implement strategic plans to minimize estate and income taxes.

As higher education costs continue to soar, many parents find themselves faced with the nagging question, Will I have enough money to pay for my childs college education? Although most people today are likely to agree that an investment in higher education usually reaps its rewards in higher long-term earningsand, hopefully, greater job satisfactionone key concern is how to choose a smart savings alternative.

Developing and executing an investment strategy that encompasses every aspect of your financial life can be challenging, particularly when you have substantial assets and sophisticated needs.

In general, wealth management is more than just investment advice, as it can encompass all parts of a person's financial life.

Simply put, risk management is a two-step process - determining what risks exist in an investment and then handling those risks in a way best-suited to your investment objectives.

Money management is the process of knowing where you are spending your money today and having a well-thought-out plan in place for where you want it to go in the future.