As a successful corporate executive, professional, or business owner, your business endeavors present priorities on a daily basis that require focus and dedication that most other individuals are not able to sustain. However, it’s this same focus and dedication to your business that can prevent you fully realizing the financial opportunities available to you by integrating your personal, company benefits or business planning into an overall financial plan.
It’s at this very intersection, where corporate and individual planning meet, that MacArthur Financial specializes in wealth management advisory and financial planning services for corporate executives, professionals, business owners, and their families. Our job is to help you understand what is available. The next step is to strategize, implement and integrate the most beneficial strategies for your particular situation.
MacArthur Financial is independently owned and is not bound to any one company, product or provider. As your planning advocate, we bring together the necessary resources based on your unique needs and deliver them with objectivity and superior personal service.
MacArthur Financial maintains independent relationships with some of the industry’s top echelon of global financial resources. By combining these resources with our high level of personal service and expertise, we offer the best of both worlds-institutional quality and selection with concierge-level service and advocacy.
WEALTH IMPACT PARTNERS
Our business model is set up to service executives and business owners with sophisticated planning needs and high net worth. Transferring these clients’ wealth to the next generation often requires complex planning and specialized expertise. In these situations, we work closely with one of the nation’s premier legacy advisors, Ron Ware, JD, CFP , who specializes in legacy, philanthropy, planned giving strategies and “zero-estate tax” solutions. Ron and our team work in tandem with you and your legal / accounting advisors to implement wealth transfer strategies that are fully integrated with your other financial plans and are customized to meet your specific objectives. WWW.WEALTHIMPACTPARTNERS.COM
VALMARK FINANCIAL GROUP
MacArthur Financial is a Member Firm of Valmark Financial Group, a 58-year-old, invitation-only group of independent wealth and insurance advisory firms. As a collective group, Valmark Member Firms have over $50 billion of life insurance in force and an estimated $6 billion of assets under management with an additional $25 billion of assets under management controlled through independent Investment Advisors associated with Valmark. This combined buying power gives us access to some of the nation’s top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence.
Valmark Securities, Inc., our broker dealer, is a member of FINRA and SIPC, and is licensed in all 50 states for securities and insurance. The company has 100+ independently-owned Member Firms throughout the United States. Its affiliate, Valmark Advisers, Inc., is a Registered Investment Advisor with the SEC. WWW.VALMARKFG.COM
The Newport Group is one of the nation’s top corporate retirement plan administrators. Established in 1985, Newport is the nation’s #1 servicer of non-qualified deferred compensation plans. It supports over 25% of U.S. Fortune 500 companies’ plans and administers over 39,000 plans nationwide. Newport offers our clients fully integrated executive benefit systems for employers and executives managed by a multi-disciplinary team and accessible via a single point of contact. Administration services are wide-ranging and include enrollment activity analysis and a reporting platform that allows plan sponsors to generate customized reports as well as review participation rates, account balances, asset allocation, investment performance and transaction activity- all in real time. WWW.NEWPORTGROUP.COM
OUR PEOPLE MAKE US WHO WE ARE
Our team is made up of skilled and experienced professionals from a variety of financial disciplines working together to provide seamless, tax-efficient solutions for optimizing your company benefits, business, and personal financial affairs.
We have team members onsite at our offices in Providence, Rhode Island, and Needham, Massachusetts, as well as an external support network of specialists in business, tax, financial, investment and insurance planning.
FOUNDER & PRINCIPAL
Executive Benefits Advisor
RON WARE, JD, CFP®
PERSONAL LEGACY ADVISOR
DIRECTOR, CLIENT RELATIONS
Private Client Team
RON WARE, JD, CFP®
PERSONAL LEGACY ADVISOR
PERSONAL LEGACY ADVISOR
Back Office Team
SOME OF THE BRIGHTEST MINDS IN THE BUSINESS WORKING ON YOUR BEHALF
As a Member Firm of Valmark Financial Group, we work closely with an experienced support team with credentials spanning multiple financial disciplines—from legal, accounting, tax and financial advisory expertise to life insurance, business insurance, and retirement and estate planning. This enables us to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures. A sample representation of the team’s credentials includes:
PLANNING SPECIALISTS AND ADVANCED CASE ADVISORS, including a team of attorneys, accountants, MBAs, CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Life Underwriters, and Chartered Financial Consultants, many of whom are FINRA Registered Principals who provide independent assessment and analysis of recommended product sets, policy management and life settlements.
A FINANCIAL PLANNING AND INVESTMENT MANAGEMENT TEAM, including a robust financial planning division with over a dozen CERTIFIED FINANCIAL PLANNER™ professionals on staff, many of whom graduated with degrees in Financial Services. The Investment Management division is staffed with Chartered Financial Analysts (CFAs), Investment Analysts, MBAs, the former Chief Investment Officer of a major bank, and is led by one of the nation’s “Top 10 All Stars”, named by EFTReport. Members of both teams are regularly featured in industry trades and consumer financial publications, including The Wall Street Journal.
AN UNDERWRITING ADVOCACY TEAM with several former insurance company underwriting vice presidents, directors and medical directors, a licensed physician, and a staff of case management, business processing and policy service specialists.