Have the Talk Before It’s Too Late

Have the Talk Before It’s Too Late

Does your family know your wishes for your money after you’re gone? Putting it in a will is a great start but doesn’t go far enough. There is a way you can be clear about your wishes, help preserve family harmony, and increase the chances that your legacy will live on...
Financial Planning – Helping You See the Big Picture

Reaching Retirement: Now What?

You’ve worked hard your whole life anticipating the day you could finally retire. Congratulations — that day has arrived! But with it comes the realization that you’ll need to carefully manage your assets to give them lasting potential. Review your...
Who We Are

Who We Are

There’s no one-size-fits-all solution when it comes to your finances. You should have a financial advisor who gives you individualized attention based on your needs. Here’s a video on why that’s so important to us: At Aristata Financial, we serve a select group of...
Value of a Financial Plan

Value of a Financial Plan

Have you ever walked into class and your teacher gives you a pop quiz? That unprepared feeling shouldn’t be how you face retirement. We can help you take out the guesswork on when and how you can retire. Here’s a short video on the value of a financial plan: You...