What a Financial Architect Can Do for You!

“I have been working with Jeff Crossett since 2009. My first initial meeting with Jeff regarding my investment account was a true eye opener.

As I am in my 70’s and the majority of my investments are registered my biggest concern was longevity of income and that my children would benefit after I am gone.

The majority of my holding were in stocks, bonds and mutual funds and my account values had been greatly impacted from the volatile markets in 2008 and early 2009.

Jeff helped me understand what my risks were with my holdings and also as I am a widower how to better protect my estate and my beneficiaries.

He listened to my concerns, addressed my concerns and meets with me at least quarterly to review my accounts. I feel more secure in my present holdings knowing that I will have stable future income and that my beneficiaries will be looked after.”

Alice Ann Davis, London, ON

“I was an employee of Ford Motor Co. that unfortunately closed late 2011.

I met Jeff through a mutual friend that is currently a client of Jeff’s practice at ARC Financial Planning Group Ltd.

The months leading up to the plant closure were very stressful and I felt like I was constantly being “pitched” by other financial institutions that were marketing in the plant.

They all seemed to have their own agenda and did not seem to have my best interest in mind. I was very confused with what to do.

When In first met Jeff I thought I was going to be another number to him and that it would be all about his profit from my buyout and pension money.

I was pleasantly surprised that the majority of our first meeting was spent with me talking and him listening. I was able to express my concerns about the plant closure and what my concerns were with my future and my young family at home. He offered his opinion of what would be in mine and my families best interest in terminology that I could understand. I have worked in trades the majority of my life and have never been able to fully understand financial terminology, he took the time to explain it thoroughly and stopped to make sure I understood it as best as possible before we continued on.

I am relieved to have taken the time to meet with Jeff, his team has always been very quick to responding to any all of my questions.

Since Jeff and I started working together I started my own company in renovations. Jeff has assisted me greatly with investment, insurance and health/dental products that needed quick attention after I left Ford.

I am looking forward to the future as a new business owner!”

Tim Astles, London, ON

“Big Viking Games is a new video game startup company based out of downtown London Ontario. One of the first things we needed to do was setup a proper benefit plan for our employees. The tech industry is highly competitive and recruiting talent often comes down to the extras that companies provide. Big Viking Games required a consultant who understood our needs, our culture and the desire to move quickly. Jeff and ARC Financial Planning was one of the first people I called and I knew it was the right choice from the beginning. Jeff’s expertise, attention to detail and extensive network ensured the we got the best package possible and we were well taken care off. I highly recommend ARC Financial Planning be the company you turn to first when you need financial advice.”

Titus Ferguson
Community Outreach
Big Viking Games

“I’m glad that we have Jeff and his team taking care of our children portfolio. Jeff is knowledgeable and guides us in the right direction. He is a wise investor. I wish him best of luck in his future.”

Amber Riaz