ARGI Financial Group is a Partner Member of the Kentucky Optometric Association and specializes in working with optometrists and their practices. Our partnership with the KOA allows us to help cut through the clutter and simplify the search for a trusted financial professional. Heavy work schedules combined with financial management can be overwhelming, often leaving critical risks to financial security unaddressed. ARGI provides the expertise and experience to help with your financial and practice issues.
ARGI Financial Group’s Services Provided to Optometrists:
Personal Financial Planning to include:
- Financial Position
- Individual Risk and Coverage Assessment
- Wealth Planning Strategies
- Income Tax Planning
- Retirement Savings Planning
- Legacy Planning
- Education Planning
With ARGI as your financial partner, you are able to focus your time on work, your family, and activities you enjoy, instead of dealing with financial issues and worries. With ARGI by your side, you gain the peace of mind that comes from knowing you have a team dedicated to help plan accordingly for your life goals.
Practice Management Consulting:
ARGI’s Professional Practice Group is a team of specialists designed to offer practice owners financial freedom through planning for financial protection, well-planned business growth, and efficiency in managing employee benefits. If you are a practice owner, please CLICK HERE for more information on ARGI’s Professional Practice Group and the practice services we provide.