ABOUT US PRIVATE CLIENT SERVICES BUSINESS PLANNING CORPORATE BENEFITS RETIREMENT PLANNING RESOURCES CONTACT US
IN THIS SECTION:
Wealth Accumulation & Preservation
Life Insurance Policy Management
Charitable Planning
Long Term Care Planning

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private client services

Your legacy has as much to do with your personal accomplishments as it does with your business achievements. The financial goals you have for your family and your charitable interests deserve the same unwavering attention and dedication that your professional endeavors have received. Just as you would turn to the best and brightest leaders to execute successful business plans, so should you seek only the best advisors to assist with your personal planning.

Arkin Youngentob Associates has been developing comprehensive wealth preservation and transfer strategies uniquely tailored to our clients’ needs for more than half a century. Our client-focused approach considers all of your personal and business goals in developing a plan that specifically addresses your needs. We can help you preserve assets, enhance accumulated wealth and transfer it to benefit your family and charitable interests.

Arkin Youngentob Associates offers comprehensive financial strategies to address many of your personal planning needs:

  • Wealth accumulation, preservation and transfer plans to help you preserve and maximize your assets
  • Life insurance portfolio management services to help ensure you have and maintain the most appropriate coverage for your needs
  • Charitable planning techniques to effectively utilize and leverage your assets to benefit non-profit organizations
  • Long-term care plans designed to integrate seamlessly with your overall financial strategy

Our clients benefit from a thorough discovery and analysis process, creative solutions, a comprehensive implementation program and ongoing monitoring of their plans to ensure  that their needs are addressed at inception and in the future.

Arkin Youngentob Associates recognizes that information about many types of financial products is readily available in the marketplace; however it is the application of the appropriate product to a situation that yields the difference in value. Ultimately, Arkin Youngentob Associates’ knowledge and experience with insurance-based products coupled with its objectivity and independence produces the solutions to augment estates, provide liquidity and to help preserve and transfer wealth.

Private Client Services
Thank you for the invaluable professional service, guidance and friendship which you have given our family over the years. It has been a wonderful relationship which we treasure.”