Personal Planning
Personal Planning That Puts You in Control
Navigating your financial future can be overwhelming. We’re here to simplify the process and guide you every step of the way.
Plan Smart
Protect What Matters
Build With Confidence
Our Services
At Archer Financial Consulting, we don’t believe in cookie-cutter solutions.
We listen first, build trust, and design a personalized strategy built around your needs.
Income Protection
Your life isn’t one-size-fits-all—and neither is life insurance. Whether you’re looking for temporary coverage or lifelong protection, we can help you build a strategy that protects your family and creates long-term financial confidence.
Disability Income Protection
If an illness or injury keeps you from working, your income could disappear overnight. Disability insurance helps replace a portion of your income so you can keep life moving, even when things don’t go according to plan.
College & Education Planning
Want to support a child or grandchild through college? We’ll help you set aside money the smart way, with options that can grow tax-efficiently while preserving flexibility.
Retirement Strategy
Whether you're decades away or just a few years out, we'll help you create a retirement plan designed to provide income, stability, and peace of mind. The earlier you plan, the more options you'll have.
Long-Term Care Planning
Medical needs change as we age—and long-term care can be expensive. We help you prepare for the future so you can choose how and where you receive care without draining your assets.
Planning with Purpose
Personal finances can feel overwhelming — but they don’t have to be. We take the time to understand your goals and walk through each step with clarity, so you can move forward with confidence and control.
What Our Clients Are Saying
”Kurt helped me finally understand my financial picture. I walked away feeling confident instead of overwhelmed.”
Sarah M. – Dallas, TX
”I didn’t realize how much risk I was exposed to. Kurt helped me protect my business, my employees, and my peace of mind.”
Marcus B. – Contractor & Employer
”Kurt made the complex world of business planning feel simple. I now have a strategy that actually works for where I want to go.”
Anna K. – Marketing Agency Founder
”Kurt helped us navigate a tricky situation with clarity and compassion. I now know my kids will be taken care of.”
Monique F. – Blended Family Parent
Ready to explore your options?
Let’s talk through your goals and see how we can help.
No jargon. No pressure. Just smart guidance.
Let’s Start With a Conversation
No Pressure
There’s no cost or commitment — just a conversation to explore your options.
It’s About You
We’ll take the time to understand your goals, priorities, and where you’re at.
Honest Guidance
Expect clear, thoughtful advice — no jargon, no pushy sales tactics.
A Plan That Fits
We’ll talk about next steps and help you move forward with confidence.
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