Specialised in
- Investment Management
- Estate Planning
- Retirement Planning
- Financial Planning
- Cash Flow Management
- Financial Forecasts
- Wealth management
- Long Term Care Insurance
- Financial Advisor
- Insurance Planning
- Pension Planning
- College Funding Specialists
- Education Savings Planning
- College Planning Specialists
DescriptionARK Financial Services LLC, founded by Amit & Supriya Arkatkar, is a financial services firm based in Frisco, Texas. At ARK Financial Services, our mission is simple — to help individuals and families protect what they have built, prepare for what lies ahead, and create greater financial confidence for the future.
We work with individuals, families, professionals, and business owners to understand their unique financial goals and provide personalized strategies focused on protection, retirement, wealth preservation, and legacy planning.
As independent financial professionals, we have access to solutions from multiple leading financial institutions, allowing us to explore strategies based on each client's individual needs and circumstances rather than taking a one-size-fits-all approach.
Our services include:
- Life Insurance with Living Benefits
- Retirement & Guaranteed Lifetime Income Strategies
- 401(k) and IRA Rollover Options
- Tax-Efficient Financial Strategies
- College Education Funding Strategies
- Estate Planning Solutions, including Will & Trust Documentation
- Financial Education & Protection Planning
At ARK Financial Services, we believe financial planning should not be complicated or intimidating. We focus on education first — helping our clients understand their options so they can make informed financial decisions for themselves and their families.
Protect Today. Plan Tomorrow. Build a Legacy.
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