Kathleen Owens Many think that all financial advisers are about the same, but nothing could be farther from the truth! It is unfortunate that all financial advisers are not all held to the same rules and regulations. There are two types of financial advisers. The first conducts business on a transactional basis. This type of…
Tag: Dollars and Sense
Features, January 2023
Dollars & Sense: Helping You Strive for Excellence
Arete Financial Solutions Are you tired of spending your time running around the valley to meet with your accountant, tax preparer, lawyer, and financial advisors each year? Arete Financial Solutions, LLC is here to help! Arete, a Greek word meaning to “strive for excellence in all areas of your life,” is more than your typical…
Features, July 2022
Dollars and Sense: Estate Planning Matters
Arete Financial Solutions At Arete Financial Solutions, we understand that everyone’s estate planning needs are different, but the desired result is the same: peace of mind. Mourning the loss of a loved one is incredibly emotional. It makes it even harder when the loved ones must undergo the additional stress that comes along with sorting…
Features, February 2022
Dollars & Sense: Financial Well-Being in 2022
Arete Financial Services The start of a new year is an ideal time for individuals and businesses to take stock of their financial wellness. Goodyear-based Arete Financial Solutions provides individuals, families, and businesses with personal and corporate financial planning, accounting, tax preparation, and legal services, all under one umbrella. “Having our advisers working under one…