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Artica Financial Services LLC
Guiando a los clientes hacia un futuro financiero seguro.
5
Business
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Guiando a los clientes hacia un futuro financiero seguro.
Artica Financial Services LLC, con sede en Anchorage, Alaska, ofrece planificación financiera personalizada y asesoría, ambas dirigidas por Kassi Fetters. Los clientes elogian su confiabilidad, supervisión integral, defensa proactiva y comunicación atenta. Los servicios abarcan la planificación de la jubilación y la elaboración de presupuestos, la planificación patrimonial y asuntos fiscales y de fideicomisos, haciendo hincapié en la confiabilidad y el progreso medible.
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Estrategias personalizadas para ayudarte a planificar la jubilación, que incluyen análisis presupuestario y establecimiento de metas para la seguridad financiera.
Supervisión integral y asesoramiento sobre la gestión patrimonial, asegurando que todos los aspectos de tus finanzas y de tu legado estén protegidos.
Asesoría experta sobre asuntos fiscales y de fideicomisos complejos para optimizar tu situación financiera y minimizar los pasivos.
Apoyo proactivo y herramientas para mejorar tus puntajes de crédito, gestionar las facturas y reducir la deuda para una mejor salud financiera.
Sesiones a medida para desarrollar un plan específico para tu futuro financiero, con tareas flexibles y apoyo continuo.
Calificación general
Alix M
As part of Artica's Roadmap Service Kassi Fetters listened carefully to our goals, questions, and concerns before helping us develop a plan for our financial future. We appreciated her practical perspective and willingness to be flexible with our needs and comfort level. We met over a period of several months, each time leaving with homework to take care of before our next meeting. By the end, we had a specific plan and tools to continue experimenting with different retirement dates and budgets. Kassi was trustworthy and hardworking - always following through on her commitments and being respectful of our time.
Roger
I’m highly satisfied with Kassi’s comprehensive oversight, advice and proactive advocacy. ‘No stone left unturned’ best describes what she’s done for me, and it has cost a pittance compared to what I’ve gained by her work. She’s uncommonly attentive in communications, and her in-person sessions are a master class in all facets of finances and estate planning.
Lamond Venning
We have worked with Kassi for a little over five years now and I wouldn't have anyone else handle my finances!! Haven't had to worry about a bill being paid since starting with her and we have savings! Credit score shot up thanks to the work she put in! Couldn't be happier! Plus, she gets along with my wife so that is a plus!!
Missy Kaiser
"I have worked with Kassi on my business and personal finances for over five years now. She is reliable and knowledgeable. I would recommend her to anyone who is looking to improve their finances."
Bryan Haugstad
Kassi Fetters is a fantastic financial advisor. I have consulted with her on complex tax and trust issues and she is very knowledgeable. I strongly recommend her services!
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