A first-principles approach to retirement

The Gestalt Method helps cut through market noise and conflicting opinions so you can move from confusion and worry to clarity and confidence.

G

E

S

T

A

L

T

oals - income, security, lifestyle and legacy.

fficiency - secure goals with the least $ needed.

tructure - your investments to reach your goals.

axes - the right amount, and not a cent more.

mplify what's possible.

ongevity - solve for unknown time.

ransfer - your values, wisdom, and wealth as you see fit.

Components of a Gestalt Method Plan

Retirement Income Wheel

We align your spending needs with income sources that are never at the mercy of the markets.

Asset Map

All of your accounts, insurance, properties, and key relationships on one visually appealling page. Simple. Powerful.

Tax Map

See and mitigate taxes BEFORE they happen.

Investment Monitoring

Rules based oversight that mitigate market losses and empower market gains.

Scheduled Reviews

Routine reviews to ensure your financial plan keeps up with your changing circumstances and priorites.

Estate & Legacy Planning

Your life has a story that must be told, passed on, and protected. We connect the plan to your highest aspirations.

You don't need MORE information. You need the information that you can use--simple, powerful, empowering.

(215) 857-9241

7900 High School Road, Elkins Park, PA 19027

BrokerCheck

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Arrival Point Financial LLC is not in the business of providing tax advice. Consult a professional tax advisor before implementing any investment strategy.

Securities and Investment Advisory Services offered through Simplicity Investments. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080. Arrival Point Financial LLC is not affiliated with Simplicity Investments.