Starting To Practice: Financial Considerations

July 30, 2023

Dr. Roxanne Arnal, CFP® After years of schooling, it’s time to transition into professional life. This exciting yet daunting phase brings new financial responsibilities. Here’s what to expect: Celebrate Responsibly: You’ve achieved a milestone, so celebrate, but be mindful of

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We have enjoyed and trusted Roxanne since we started doing business with her some five years ago.  Over that period of time, Roxanne has expanded her knowledge and association with some great investment minds.  Confidence is required in any relationship, and we are confident with Roxanne and her team even in these volatile times.  We are looking forward to a great future.
Randy S
Estate planning to me was a daunting and stressful task. I knew it had to be done but where do I begin? How do I divide my estate? To whom? How much? The list goes on. However, lucky for me my estate planner, Roxanne Arnal has my back. What an enormous relief to have a person who knows the right questions to ask and delves into areas you had no idea existed. In the end, having an estate planner and having a plan in place is the best move you can make for your own piece of mind!
G Whiting
Roxanne has provided me with peace of mind financially and a clear path to retirement.
Dr. K. Jacobs

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