INVESTMENT SERVICES

We are partners in your financial future

We really get it. Investing can be complicated. Feel free to ask all the questions you desire, and we will give an easy to understand answer. We are your long-term financial partner.


You have specific financial goals in mind related to managing your wealth– providing for your family, funding your lifestyle, planning for retirement, setting up a college savings, perhaps starting a business. We have the comprehensive selection of investments you need to make your goals real. Partnering with your financial advisor and partner Lis Spaine and her team at The Arlington Group, you can build a diversified portfolio from a large selection of quality investments, including stocks, bonds, mutual funds, ETFs, and money managers. while our insurance and annuity products can help to secure your financial future.
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CUSTOMIZED FINANCIAL PLANS MADE JUST FOR YOU

Retirement Accounts

We can help you customize the right retirement strategies to save and stay on track.

Education Savings Accounts

Saving for your children’s education is a priority. We have the strategies.

Advisory Solutions

Let us handle the day-to-day decisions with a delegated approach to managing your assets.

Annuities

Annuities give you income during retirement and tax-deferred growth as you save.

Life Insurance

Provide security for your family's financial future and work toward your long-term goals.

Long-term Care Insurance

Protect your loved ones from financial, time, and emotional burdens if you should require long-term care.