We often hear the phrase, “If you fail to plan, you are planning to fail,” from our CEO Eric Bouskila. While creating a plan and adhering to it can be tedious and cumbersome for many, being unprepared for the future is even more painful as we are often exposed to unpredictable events–just as we have experienced worldwide in the past couple of years.
In the spirit of the sixth annual World Financial Planning Day (hyperlink to campaign online) this Wednesday, October 5th, hosted by the Financial Planning Standards Board Ltd (FPSB), our mission is to raise awareness of the value of a custom-made financial strategy. At ARI Financial Group, our value proposition is to protect our clients’ legacies during their lifetime. We design and implement insurance solutions for high-net-worth individuals and families, maximizing their wealth and keeping their legacies intact.
Every person has different levels of comfort towards economic uncertainty arising from their goals, financial capabilities, and risk tolerance. A holistic financial strategy will enable an individual to respond confidently to possible unforeseeable events.
If you fail to plan, you are planning to fail
Eric Bouskila
CEO/Principal ARI Financial Group
A holistic financial plan considers personal and family situations, individual risk tolerance, and expectations for the future. It outlines the strategies to help individuals achieve their long-term financial objectives. When mapping out the strategy, it is essential to set clear goals with every client from the beginning and continue to review and monitor the plan consistently on a case-by-case basis.
Utilizing premium insurance products to complement the financial strategy allows ARI Financial to put its client’s interests first and combine long-term industry experience with advanced tax-efficient planning. A detailed, comprehensive plan positions individuals on a path to efficient wealth accumulation and financial balance while achieving the goal of protecting the future of their livelihood.
Our innovative products, premier service, and global presence allow us to stand out from the rest. However, what makes us unique in the marketplace is our multicultural & multi-lingual global team. Our top-notch advisors will look beyond an individual’s financial strategy to optimize their assets and protect their wealth and cash flow.
From the initial consultation and design of the financial plan through implementation, ARI Financial Group will monitor and address your needs at every step based on your current situation.
