If you are unsure if your finances will afford you the lifestyle you have in mind, let us discuss your goals and financial situation.
Archetype provides a financial blueprint, disciplined execution, and monitoring of your whole financial picture so you can live life to its fullest.
Initially, we require very little. The first meeting is to get acquainted, when we discuss your financial goals, investment objectives, and risk tolerance. It would be helpful if you could bring last year’s tax returns and recent financial statements. Estate documents, insurance policies, a will, and other significant records will eventually be required.
After initial discussions to determine your priorities, we prepare the necessary paperwork for you to complete and sign to begin your planning process.
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72 E State Street
Doylestown, PA 18901