by Aristata | May 11, 2023 | Uncategorized
More money means more complexity. You need a team of professionals focused on your needs. Aritstata can be a key piece of that plan. Here’s how we can help. Video Script Rex Clevenger: When you have worked hard to achieve a certain level of success it’s important to...
by Aristata | Mar 27, 2023 | Uncategorized
Being a business owner is more than a job, it’s your life. I know how the day-to-day can be all consuming. But we can help you see the big picture and avoid some common mistakes that business owners make. Here are the top 3. Video Script Rex Clevenger: Running a...
by Aristata | Dec 16, 2022 | Uncategorized
Financial planning is all about reaching big goals in life – buying your dream house, traveling the world, retiring. And investing is the tool that can help you achieve those goals. We put a great deal of time, research, and care into how we manage your portfolio....
by Aristata | Oct 7, 2022 | Uncategorized
A down market can stir up a lot of emotions. We get it. But our decades of experience tell us to take heart that this too shall pass. Here is a short video that can help put this into perspective. Video Script Rex Clevenger: When the markets drop significantly, as...
by Aristata | Aug 10, 2022 | Uncategorized
We believe that Financial Planning needs to coincide with Life Planning. Our process is created to help us understand what you truly value and to give us a clear picture of the life you want to live, now and in the future. ; Video Transcript Rex Clevenger: Each time...
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