Arkshire Financial

Arkshire Financial is a financial planner in Fairfield, California. The firm builds financial strategies tailored to each client rather than applying a single approach to everyone, and its consultants work to understand a client's current situation and life goals before putting a plan in place. Its work covers retirement planning, wealth and asset transfer to beneficiaries through life insurance, annuities and estate planning, insurance as part of a comprehensive financial security plan, and indexed strategies that earn interest based on the performance of the S&P 500 Index without downside risk. The firm also helps business owners address the effects of the death of a partner or major stockholder, and offers living benefits that allow an early accelerated payout of policy death benefits if the insured is diagnosed with a life expectancy of 12 months or less. Arkshire Financial holds a rating of 5.00 from the customers who have reviewed it.

The firm was founded in 2016 by Jason Uhrin, after his sister passed away unexpectedly and left behind three young children facing financial uncertainty. That experience shaped the company's purpose: educating clients so they can set up proper retirement and protect against financial catastrophe. The name carries its own meaning, with "Ark" referring to Noah's Ark as a symbol of safety and "shire" suggesting the jurisdictional strength of a nation-state. Arkshire describes itself as a community of financial might and security for clients and advisors alike, and its stated philosophy is to make complex financial questions easier to understand through education and personalized service. The firm is not confined to proprietary products or sales quotas and works with more than 40 carriers. It also maintains a video library covering indexing, required minimum distributions and insurance, along with mortgage and tax calculators.

Arkshire Financial is located on Business Center Drive in Fairfield, a short walk from Green Valley Road and about a tenth of a mile from the Fairfield Cordelia Library. The Dwight D. Eisenhower Highway runs roughly two tenths of a mile away, with Nelda Mundy Elementary School about three tenths of a mile from the office and Vintage Green Valley Park about four tenths of a mile away.

The firm's 5.00 rating reflects the experience of the clients who have reviewed it, and it has served Fairfield and the surrounding area since 2016.