Contingency Fund
Planning Services

Planning for life’s unexpected events can feel difficult to prepare for, especially when you need to plan ahead to protect your loved ones. At WealthArch Investment Services, we are committed to safeguarding your financial future, and our experienced advisors provide holistic contingency fund planning to our valued wealth management partners. We help our clients create a personalized roadmap to financial independence, and a contingency fund is an essential building block that gives you the peace of mind to navigate your journey.

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While there’s no telling what surprises life has in store, expert fiduciary advisors at WealthArch understand the importance of a well-structured contingency fund. Not only does having a comprehensive plan shield you and your family from financial hardships, but it also gives you the freedom to maintain financial security over the long term, oftentimes for generations to come. 

When you place your financial health in the hands of WealthArch, we help you map out every detail of your contingency budget plan by taking a fine-tooth comb to your financial situation. Our wealth management clients have the opportunity to review life insurance needs with our fiduciary advisors and gain insight into realistic expenses associated with end-of-life care. 

As your trusted financial partner, we take the complexities out of contingency fund planning by discussing will, trust, and power of attorney documents as well as ensuring your accounts and beneficiaries are up to date.

Our expert advisors take pride in providing an exceptional experience to our clients, and your financial well-being is our priority. Strategizing for all stages of life is simplified with a contingency plan at WealthArch.

Get in Touch

Our financial experts at WealthArch are here to help create a personalized and comprehensive contingency budget plan.

Contact us today to schedule your no-commitment, free consultation.

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Let’s talk about your financial needs and situation.

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Do you have $400,000+ to invest?

Because we’re highly focused on research and analysis, as well as providing high-quality service to our clients, we only work with clients who have at least $400,000 invested with us.