@www. a r b o r f i n a n c i a l . c o m

Services We Offer
Founded in 1990, by Savvas Giannakopoulos, Arbor Financial is a leading financial planning firm serving the Ann Arbor, Michigan area. We work hands-on with our clients taking the time to educate them in all financial areas in their life. By providing comprehensive Fee Only financial and investment planning, we work to develop an investment strategy to assist individual investors meet their financial goals.

We offer the holistic approach to financial planning by integrating all the financial areas in your life and implementing them into one overall comprehensive plan. We receive no commissions from the purchase or sale of products and your annual fee includes:

• Tax Planning and Preparation
• Financial Planning
• Insurance Review
• Estate Planning
• Portfolio Analysis
• Asset Allocation Strategy
• No-load Implementation

Open Retainer Program
Because we consider financial planning a process rather than a one time review, our annual fee allows you to call us or come see us at any time during the year, in addition to your scheduled appointments, at no extra cost.

Credentialed Professionals
Your personal financial advisor has met all federal and/or state applicable laws and  regulations and is qualified to provide you with in-depth expertise in every financial area.  The professional strength of our staff is based on years of seasoned experience and  rigorous academic training.