FAQs

Got Questions? We're Here to Help

With more than two decades of service-driven experience, we believe you deserve answers that are honest, direct, and easy to understand. Browse our most frequently asked questions to learn how we help clients build, protect, and optimize their financial futures, and reach out anytime for personalized support.

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About ARX Strategic Wealth

1. What does ARX Strategic Wealth do?

We help retirees, families, and business owners create strategic financial plans that focus on income protection, tax efficiency, and long-term wealth building.

2. What makes ARX different from other advisors?

We combine retirement income planning, advanced tax strategy, and business-owner planning under one cohesive process. Everything we do is rooted in clarity, protection, and stewardship, not speculation or guesswork.

3. Who do you typically work with?

Most of our clients are:

Retirees and pre-retirees

High-earning professionals

Business owners

Families focused on building long-term wealth

4. What does ARX in your name mean?

In ancient times, an ARX was the highest, most fortified point of a city, a place built for protection, strategy, and long-term security. It was where leaders went to plan, where people went for refuge, and where the city’s most valuable assets were protected. ARX means “fortress” in Latin. We chose it because our mission is to help clients protect their wealth, elevate their strategy, and build financial structures strong enough to withstand anything the future brings.

Retirement & Income Planning

4. How do you create retirement income that lasts?

We use a combination of secure income strategies, tax-advantaged tools, and long-term planning frameworks to create predictable income through every market environment.

5. Do you manage investments?

Yes, through a fiduciary process focused on risk-managed, goal-based planning. We also provide options for clients who prefer market-protected or tax-advantaged alternatives.

6. What if I already have a 401(k) or IRA?

We evaluate what you already have, identify gaps, and build a strategy to optimize taxes, income, and long-term growth.

Tax Planning & Strategy

7. Do you offer tax planning or tax filing?

Yes. We provide proactive tax strategy, planning, and filing support to help clients reduce taxes now AND in retirement.

8. How much can tax planning really save me?

Yes. We provide proactive tax strategy, planning, and filing support to help clients reduce taxes now AND in retirement.

9. Do you work directly with my CPA?

Yes. We provide proactive tax strategy, planning, and filing support to help clients reduce taxes now AND in retirement.

Business Owner Planning

10. What services do you offer for business owners?

We help owners with:

Tax reduction strategies

Retirement & exit planning

Key person & income protection

Buy-sell structures

Wealth building and succession planning

11. Can you help me reduce taxes as a business owner?

Absolutely. Business owners usually have the most planning opportunities, and we specialize in strategies that legally and intelligently reduce tax exposure.

12. Do you help with retirement plans for my business?

Yes. We design tax-efficient retirement plans for business owners and their employees.

Fees & Process

13. What does the first meeting cost?

Your first consultation is complimentary. It’s an opportunity to see if we’re a good fit and to understand your goals.

14. How does ARX get paid?

We offer fee-based planning, advisory management, and insurance-based solutions. Compensation depends on the strategy, and we explain everything transparently before anything is implemented.

15. What happens after I book a call?

You’ll meet with a strategist who will review your goals, your financial picture, and identify opportunities. If it’s a fit, we begin the ARX Planning Process.

16. Is there a minimum net worth or income requirement?

No strict minimum, but most clients fit into one of the following three areas are preparing for or in retirement, earn above $175k as a family, or own a business.

We help you protect your savings and investments, minimize taxes, and create a reliable income for life without unnecessary risk.

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