Why Choose ARTHA Smart?
Holistic Approach: We integrate tax, insurance, and retirement planning to provide you with a comprehensive financial strategy.
Tailored Solutions: Every client is unique. We customize our services to fit your specific life circumstances and goals.
Expert Team: Our professionals bring a wealth of knowledge across multiple financial disciplines.
Continuous Support: We're with you every step of the way, adapting your plans as your life and the financial landscape change.
Education and Empowerment: We believe in empowering you with knowledge to make informed decisions about your financial future.
Tax Planning & Preparation
Our proactive tax planning services go beyond simply preparing your taxes
Personalized Tax Strategies: Plans that align with your financial goals and life changes.
Year-Round Support: Year round planning and advise for major life events such as marriage, home purchase, rental properties, start a new business (LLC).
Maximizing Deductions and Credits: Expert guidance to ensure you're taking full advantage of available tax benefits.
Life Insurance & Annuities
Life is unpredictable, but you can ensure your loved ones are protected no matter what. Our Life Insurance solutions offer peace of mind through a variety of policy options.
Term Life Insurance: Affordable coverage for a specified period to protect your family's financial future.
Whole & Universal Life Insurance: Lifetime coverage with flexible policies that adjust to your changing needs and financial goals.
Annuities: Ensure a steady income stream during your retirement years
Retirement Planning
We help you create a comprehensive retirement plan that aligns with your financial goals and desired lifestyle. We analyze your current financial situation, project your future income needs, and develop strategies to save and invest for retirement.
401k, Backdoor Roth & Mega Backdoor Roth Planning and Tax Strategies
RSU and ESPP Tax Planning
Retirement goals and income strategies
Long Term Care (LTC) Strategies
