Review Arnett Financial Group - Matthew S. Arnett, Cpa, Cfp In union, kentucky, united-states | Professional Service In Union
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Arnett Financial Group - Matthew S. Arnett, Cpa, Cfp
127 S Morgan St
Union,
Kentucky,United-states - 42437
Detailed description is Public Accounting Services:.
Tax Planning and Preparation.
Bookkeeping and Payroll Services.
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Investment Advisory Services:.
Investment Management.
Retirement Planning.
Education Planning.
Estate Planning ABOUT.
Matthew began his career in the financial services industry soon after graduation from the University of Kentucky in 2001.
He later completed his Master of Business Administration (MBA) and became a Certified Public Accountant (CPA).
He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) and takes a holistic approach to helping families manage their finances by evaluating clients’ situations and goals and identifying strategies to help them obtain their objectives..
Matthew grew up on a farm in Union County, KY and takes a special interest in helping and understanding the unique needs of farm families.
To stay up-to-date on current trends, Matthew attends seminars from University of Kentucky College of Agriculture departments and the American Institute of CPAs (AICPA) relevant to the agriculture industry..
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EDUCATION.
University of Kentucky – Bachelor of Science in Business Economics.
Murray State University – Master of Business Administration.
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CERTIFICATIONS.
Certified Public Accountant.
CERTIFIED FINANCIAL PLANNER™.
Certified QuickBooks Pro Advisor.
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AFFILIATIONS.
American Institute of Certified Public Accountants.
• Tax Section Member.
• Personal Financial Planning Member.
Kentucky Society of Certified Public Accountants.
National Society of Accountants.
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Investment Policy.
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People invest money to build wealth and to reach various life goals.
I provide the sound advice that increases the probability of reaching those goals.
Through asset allocation, I can help any individual or organization derive a strategy to meet both their short and long-term goals without taking any undue risk.
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I believe that active portfolio management will outperform the general market over time.
Thus, I use a thorough selection process when building portfolios primarily of actively managed mutual funds.
Historical performance is important, but not as important as risk management.
Therefore, the amount of risk taken with each investment and the amount of risk each investment adds to or takes from the portfolio should be primary concerns when selecting investments for each client.
By taking this strategy, I believe I can add alpha to my clients’ portfolios and help them build lasting wealth..
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For tax sensitive clients, portfolio turnover should be minimized.
This can be done by selecting either low-turnover, actively managed products or by selecting individual securities.
If stocks are chosen, they will be selected by analyzing the companies’ financial statement and selecting stocks with strong financial ratios in categories such as liquidity, debt management, turnover, and profitability.
Having these strong ratios reflects the competence of both the financial management and the operations management of the companies.
Also, the companies should be selected when they are considered under-valued by analyzing the companies’ value ratios and comparing them to other companies within their industry as well as the general market..
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By using an efficient frontier, I will help all clients derive an asset allocation model that fits their risk tolerance while maximizes their return.
Having discipline and patience is a characteristic shared by most successful investors.
By using asset allocation, I will minimize emotional investing which will allow clients to remain invested through all market cycles.
I believe that time in the market is much more important than timing the market..
Established in the recent years arnett financial group - matthew s.
arnett, cpa, cfp in union , kentucky in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this arnett financial group - matthew s.
arnett, cpa, cfp is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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