Financial Planning

Financial planning is our most detailed and useful Wealth Management service.

Financial planning first lists everything you own (assets such as bank accounts, retirement accounts, real estate, etc.), everything you owe (personal loans, mortgages, student loans, credit cards, etc.), and your net worth (what you own minus what you owe).

Then, we project cash flows (money you will earn minus money you will spend) from now through retirement.

Lastly, we will make recommendations on how to better improve your current and future financial situation.

Click here to view a Sample Financial Plan.


The opinions contained herein are not intended to be investment advice or a solicitation to buy or sell any securities.  

Archer Investment Corporation manages The Archer Funds.  You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing.  You can download the Archer Investment Corporation ADV Brochure HERE.  The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 800-238-7701 or by downloading it here: Prospectus - Statement of Additional Information - Privacy Policy

Past performance is not a guarantee of future results.  The investment return and principle value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 800-238-7701.

The Archer Funds are distributed by Arbor Court Capital, LLC, 8000 Town Centre Drive, Suite 400, Broadview Heights, OH 44147 Member FINRA.