Our Strategies

Tailored Strategies. Clear Guidance.

At Arens Wealth Partners, our services are designed to simplify complexity and support your entire financial life. Whether you’re preparing for retirement, managing significant assets, or planning for future generations, we help you move forward with clarity, confidence, and control.

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Financial Planning

Your plan should be as dynamic as your goals.

• Retirement income and distribution strategies

• Lifestyle-based cash flow planning

• Education funding (529s, trusts, UGMA/UTMA)*

• Goal-based savings and investment plans

• Real estate and large purchase planning

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Investment Management

Portfolios with purpose — built to evolve.

• Personalized, risk-aligned portfolios

• ETF and mutual fund research and selection

• Asset allocation across taxable, tax-deferred, and Roth accounts

• Tax-efficient rebalancing and monitoring

• Institutional-quality research and oversight

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Active Tax Planning

Striving to help you keep more of what you earn.

• Roth conversion strategies

• Tax-efficient withdrawal sequencing

• Qualified Charitable Distributions (QCDs)

• Tax-loss and gain harvesting

• Collaboration with your CPA for tax return review and planning

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Retirement Planning

Transition into retirement with confidence.

• Social Security and Medicare guidance

• Strategic withdrawal rate strategy

• Healthcare and long-term care cost planning

• RMD management and tax impact reduction

• Retirement paycheck structuring

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Estate Planning

Protect your wealth. Empower your legacy.

• Coordination with estate attorneys and CPAs

• Trust & beneficiary strategies*

• Legacy planning for children, grandchildren, and charity

• Tax-efficient gifting and charitable planning

• Multi-generational wealth transfer strategies

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Protection Planning

Prepare for the unexpected.

• Long-term care and hybrid insurance analysis

• Life insurance needs review

• Disability income protection

• Emergency planning and contingency reserves

• Asset protection considerations

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Advanced Planning

For clients seeking more than the basics.

• Roth conversion ladders

• “Backdoor” Roth & high-income tax tactics

• Tax arbitrage between retirement accounts

• Net unrealized appreciation (NUA) analysis

• Charitable lead/remaining trusts (CLTs/CRTs)

• Irrevocable life insurance trust (ILIT)

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Second Opinion

Not sure your current plan is aligned with your goals? Let’s take a look.

• Review of current investment portfolio

• Hidden fees and tax exposure check

• Risk and diversification analysis

• Strategy gaps and optimization opportunities

• No pressure, just perspective

*LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.