Ardent Wealth has created three programs, and we custom fit you into one of these programs depending on your need and status in life. We take you through a thorough interview process to determine your financial goals and your current situation.
We differ from other financial planners because we feel that financial literacy is a big step in financial freedom. We are with you every step of the way, and building your financial plan is our success as well.
If you are a motivated family with cash flow of approximately $250,000 of liquid net worth then this program is for you.
If you are motivated financially, have excellent cash flow, and your liquid net worth is between $250,000 and $1,000,000 this program is for you! You can be single or a family looking to aggressively take your financial plan further.
Preservation Elite Program
This program is designed to help either families or individuals with excellent cash flow and over $1,000,000 liquid net worth.