Services

For Business Owners
As an entrepreneur, your personal and business finances are deeply intertwined. At ARMIS Financial, we understand the complexities of managing both. We offer specialized guidance designed to help you:

Implement tax-efficient strategies that support your company’s growth and your personal financial goals.

Integrate retirement and succession planning to help ensure a smooth transition of ownership or leadership.

Structure employee benefits and executive compensation packages that attract and retain top talent.

Align your personal wealth strategy with your business valuation, preparing you for future growth or a successful exit.

Our goal is to help you protect, preserve, and grow your business wealth while simplifying financial decision-making. By working with an advisor who understands your challenges and opportunities, you can focus more on the success of your enterprise and less on financial uncertainty.
Retirement Planning
At ARMIS Financial, our retirement planning process goes beyond simple savings calculations. We review your current assets, projected income, health care costs, and lifestyle goals to build a robust plan for your post-career years. We focus on income sustainability, tax efficiency, and inflation protection, so you can embrace retirement with confidence.
Wealth Protection & Preservation
Protecting your wealth isn’t just about avoiding losses—it’s about proactively building fences around what you’ve worked so hard to earn. Our strategies focus on insulation against market volatility, helping ensure your assets are positioned to withstand economic shifts, unforeseen life events, and long-term care considerations.
Tax-Efficient Strategies
Minimizing tax exposure is an important component of financial efficiency. Our team examines current tax laws, your income sources, and the timing of your distributions to identify opportunities for significant savings. Through proactive planning, we help preserve more of your wealth for the future.

*Neither Armis Financial nor its representatives provide tax services or tax advice. Clients and prospective clients are encouraged to seek the advice of a qualified tax professional for any and all matters related to tax planning.

Legacy Planning
Your legacy extends far beyond the assets you leave behind. We work closely with you to structure wealth transfer strategies that align with your values and wealth transfer strategies that align with your values. Our goal is to help ensure your family and loved ones are supported, and that you can be remembered for what matters most to you.
Investment Management
Our investment philosophy centers on a disciplined, data-driven approach. We design portfolios tailored to your risk tolerance, time horizon, and objectives. By combining traditional investment vehicles with creative strategies, we strive to maximize returns and minimize unnecessary risks, all while keeping you informed and empowered.
Options & ‘Signal to Buy’ Strategies
In addition to our advanced options strategies, we integrate insights* from corporate insider transactions. By tracking significant buying and selling activity among company executives, we aim to identify emerging trends that may impact your portfolio.

Please note: Insider activity data is used for informational purposes only. It is one component of a comprehensive analysis and should not be viewed as a standalone recommendation to trade.
Risk Mitigation
From insurance solutions to alternative asset allocations, we identify and address the potential weak spots in your financial plan. By mitigating risk through a combination of structured products, careful analysis, and ongoing review, we help ensure your financial future remains resilient through changing conditions.