Who We Serve
At Armor, our client-centric focus & holistic outlook empower you and future generations to navigate financial complexities with confidence & peace of mind.
Retirees
It’s always the right time to plan for the future you want. As you plan or transition into your next stage of life, you’ll want the peace of mind that comes with financial security.
We understand the obstacles that entail and the anxieties that can accompany your golden years. At Armor, we dedicate the time to listen, allowing us to tailor our approach to best fit your lifestyle. We provide guidance on selecting appropriate retirement investment vehicles, as well as high-quality investment management.
Even after assisting with the transition into retirement, we continue our support as you navigate the new and sometimes daunting challenges of incapacity and legacy planning. Prioritizing lower-risk investments, determining cash flow needs, and maximizing your retirement savings allow for a confident and comfortable retirement.
Business Owners
Being a business owner comes with the distinct challenge of planning and investing to meet the goals of both your business and personal life. From retirement plan selection to corporate account management, delegation is critical to your success, but that only works with a partner you can trust.
Our expertise encompasses everything from structuring investments to planning and implementing next-generation and legacy wishes, as well as serving as a resource or co-fiduciary for retirement plans.
The Armor team provides the necessary support and advice throughout the lifecycle of your business, collaborating closely with your attorneys, accountants, bankers, and M&A professionals to form a comprehensive network of professional advisors.
Business Retirement Plans
As a business owner, it’s important to offer valuable benefits to attract and retain talent, while also helping current employees achieve financial security in retirement.
At Armor, we provide comprehensive financial strategies and solutions tailored to help both your organization and its employees prepare for retirement. After first assessing the company’s size, requirements, and objectives, we then evaluate retirement plans to develop a tailored strategy.
As your trusted partner and advocate, we lead diversified investment management efforts and assist trustees in selecting the best Custodian, Recordkeeper, and Third-Party Administrator (TPA), while also engaging with plan participants. As your business grows and evolves, we continually assess and recommend any necessary updates to the existing plan to accommodate.
Money in Motion
Coming into wealth can certainly solve many problems, but it often introduces complexities that may catch you off guard. Whether from an inheritance, employer stock, settlements, or large payouts, sudden wealth opens doors to financial security yet also presents significant challenges that we can help you manage effectively.
At Armor, we have the experience to help you regain control of your financial situation and navigate new changes. As your trusted partner, we coordinate the integration of financial planning and portfolio management to help ensure your wealth is helping achieve your goals.
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