Contingency & Emergency Fund Planning Services

While we hope a rainy day never comes, at WealthArch Investment Services we understand that unexpected events can arise at any moment. Emergency fund planning is a key element in any financial roadmap, and our expert advisors are here to help you move forward with confidence. The advisors at WealthArch evaluate our clients’ contingency plans from all angles. From building a nest egg to long-term care planning and all of life’s events in between, our advisors with over 20 years of experience are guaranteed to keep your best interest in mind.

At WealthArch, we are committed to acting as a trusted partner in your long-term financial success. Our fiduciary advisors help craft detailed contingency plans so you have the freedom and peace of mind to focus on your goals. We take the guesswork out of emergency fund planning with a carefully structured approach that accounts for any event, both the mundane and the unexpected. No matter what life throws your way, the WealthArch team helps you be prepared.

On the road to financial security, we believe in providing unique benefits to our clients that big-box investment firms don’t. Creating a comprehensive contingency strategy requires more than just an emergency savings plan. When you choose to place your financial health in the hands of WealthArch, our team provides a tailored review of your needs for your physical health. From life insurance to disability and long-term care planning, we take you through these important financial aspects personally by providing a white-glove, customized experience.

Transparency and communication are the foundation of our shared success, and our partners have the opportunity to discuss will, trust, and power of attorney with their experienced wealth management advisor. From discussing your beneficiaries to saving your emergency funds, planning for contingencies is streamlined when you partner with WealthArch.

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Because we’re highly focused on research and analysis in order to make the best possible investments, our time constraints force us to only work with clients who have at least $400,000 to invest with us.

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