Services Offered by Arlene

Arlene has been my financial advisor for over 15 years. She has helped my husband and I navigate many financial decisions over the years to do with retirement savings, home purchases, and life insurance. I appreciate her kind, honest and holistic approach to financial planning. She’s very knowledgeable about financial trends, and demonstrates great skill in adapting her recommendations based on personal situations and financial risk tolerance.

Arlene is extremely approachable and really cares about her clients’ personal and financial wellbeing. I’d recommend her to anyone and everyone!

Arlene came into my life just after I purchased my first home, and I was completely lost. I had no idea how to manage paying it off while saving for the future. From the moment we connected, her friendly and approachable demeanor instantly put me at ease. But what truly set her apart was her ability to speak my language—breaking down complex financial concepts into terms I could easily understand and relate to.
Fast forward over 15 years, and I’m still a loyal, happy client. Arlene has turned what once felt overwhelming into something empowering. Thanks to her guidance, investing and saving for my future feels not just achievable, but effortless. She’s not just an advisor; she’s a game-changer.

We had life insurance with Arlene when my husband passed away from cancer at the age of 54.
Arlene quickly took care of everything to get the insurance money to me. It was a

devastatingly horrible, exhausting time for me and all the kids. Arlene was comforting with good advice on what to do going forward.

Without the insurance I would have had to sell our family home. It would have been absolutely overwhelming to have to do that along with everything else that is required when your spouse passes away.

It’s was the most difficult thing I’ve had to do in my life and I’m so thankful I had Arlene to guide me through the financial part of the crisis.

“I have been working with Arlene for over ten years. She is knowledgeable, friendly, honest and quick to respond to any concerns or questions I may have. Arlene has helped me work towards reaching my financial goals.”

Without Arlene’s thorough approach, planning for retirement would still be a nebulous thing I ‘had to do’ with no specific goal except to ‘save for retirement’. During the initial stages of our introduction, she translated ‘saving for retirement’ into a dollar amount that was achievable and well-suited for me. For the first time in 20 years, I have a dollar target I’m working towards with focus and motivation to save like I’ve never experienced before. Furthermore, alongside her expertise, she is genuinely pleased for me, and with me, when it comes to meeting these personal financial goals.

Arlene is a wonderful person and strong leader whose most admirable skill is her willingness to do anything to assist the people on her team further themselves and achieve success. Arlene is in constant contact with her team members, connecting through one to one meetings/telephone/text/email/training/team functions. She is always open to ideas for training topics and very receptive to feedback of any kind. Constant encouragement is provided through her leadership and she truly believes (which is evident in her practice) that when everyone on her team succeeds, she succeeds. Arlene is an exceptional team player and exemplifies the type of leader that I aspire to be; it has been and continues to be a true pleasure to have the opportunity to work with such an amazing person and inspiring leader.