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Kevin Arquette, CFP®

You’re at a Point Where You Need Help Seeing the Big Picture

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WealthPoint Financial Planning Kevin Arquette, CFP®
Port Richey, Florida

Serving Clients Nationwide

You’re at a Point Where You Need Help Seeing the Big Picture

813.255.2546

Website

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Kevin Arquette. Taking the time to understand what is most important to you is the most important thing I do. Then we can help you get to a point of clarity and confidence about your financial future.

Everyone’s financial plan and goals look different. I take a holistic approach to building your financial plan that includes developing retirement income, managing your money in a volatile market, and correctly positioning your IRA and 401K plan. I utilize over 20 years of financial services experience and my CERTIFIED FINANCIAL PLANNER™ background to guide you through all types of markets and unique circumstances.

After spending years working for large Wall Street firms, I decided to go independent and started WealthPoint Financial Planning. I now have more flexibility in servicing clients, and most importantly, implementing comprehensive strategies to build and preserve your wealth. My goal is your peace of mind.

➕ Additional Information about Kevin

Kevin graduated from Michigan State University, where he earned a degree in finance from Eli Broad College of Business. Kevin began his career in the financial services industry in 2000 as an Investment Adviser Representative. Kevin has earned his designation as a CERTIFIED FINANCIAL PLANNER™ and is also a licensed insurance agent.

He specializes in working with individuals and families in developing retirement income, managing money in a volatile marketplace, and helping with position their IRA and 401K plans.

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

10220 US HWY 19, Suite A, 4th Floor, Port Richey, Florida 34668

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At WealthPoint Financial Planning, we have over 20 years of experience navigating challenging markets and finding the right opportunities. We do more than just put you into a portfolio and manage your investments. We get you to the intersection of what really matters and what you can control by creating a holistic plan and offering comprehensive services carefully chosen to help you reach your goals.

✅ Financial Planning - Whether you’re decades from retirement or right on the cusp, we'll help you create a personalized road map that enables you to achieve your goals and desired retirement lifestyle.

✅ Estate Planning - Estate planning is an integral part of the financial planning process. We'll give you more control over your assets during your life, care if you become disabled, and the distribution of that property after your passing.

✅ Education Planning - Supporting your child’s education is one of the most rewarding aspects of success as well as one of the most important elements in your financial plan. There are a variety of investment vehicles and tax-efficient options to contribute to the cost of higher education. We'll explore and plan what's best for you.

✅ Investment Management - Investments are only as good as their ability to keep up with life and market changes. We'll discuss your current investment strategy and portfolios and direct you to investments that are right for your situation.

✅ Tax Planning - At WealthPoint Financial Planning, we’re committed to navigating the ever-changing tax landscape and optimizing your tax strategy. Together, we'll make certain that all elements of your financial plan can function together with maximum tax-efficiency.

✅ Risk Management - Risk management is all about taking proactive steps to help preserve what you’ve worked hard to build. We’ll tailor your plan to help minimize any threats to your assets.


Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

Education

Michigan State University, Bachelor of Arts

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/3229164

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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