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Artica Financial Services LLC
Guidant les clients vers un avenir financier sûr.
5
Business
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Guidant les clients vers un avenir financier sûr.
Artica Financial Services LLC, basée à Anchorage, Alaska, offre des services de planification financière personnalisée et de conseil dirigés par Kassi Fetters. Les clients louent la fiabilité, la supervision globale, le plaidoyer proactif et la communication attentive. Les services couvrent la planification et la budgétisation de la retraite, la planification successorale et les questions fiscales et fiduciaires, en mettant l'accent sur la fiabilité et des progrès mesurables.
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Des stratégies personnalisées pour vous aider à préparer votre retraite, y compris une analyse budgétaire et la fixation d’objectifs pour la sécurité financière.
Supervision et conseils complets en matière de gestion successorale, garantissant que tous les aspects de vos finances et de votre héritage sont protégés.
Conseil d'expert sur des questions fiscales et fiduciaires complexes afin d’optimiser votre situation financière et de réduire vos charges fiscales.
Accompagnement proactif et outils visant à améliorer les scores de crédit, gérer les factures et réduire la dette pour une meilleure santé financière.
Des sessions personnalisées pour élaborer un plan précis pour votre avenir financier, avec des devoirs flexibles et un soutien continu.
Note globale
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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