Discover the Blueprint for Your Financial Future with Arvest Bank

Arvest Wealth Management is good for investments as well as long-term savings solutions and retirement plans.

Story by Ann Butenas

For high-net-worth individuals, Private Banking and wealth management are key to maintaining the peace of mind that comes with keeping a steady finger on the pulse of your assets when you don’t necessarily have the time. Do you have a question about your money? With private banking services, you can get answers from someone you know and respect, someone who already knows and understands your specific situation. The trusted experts at Arvest Bank are dedicated to helping you enjoy your lifestyle today while planning and preparing for your tomorrow. Through its Private Banking services, clients enjoy a dedicated representative; the ability to connect with an exclusive network of specialists, personal attention and so much more.

“All of our available financial solutions are very personalized, and this remains intentional in our conversations with our clients,” expressed Lori Funk, Private Banking Manager and Senior Vice President at Arvest Bank. “We take the time to care for our clients and offer solutions based on their individual needs. Our conversations go beyond the actual business requests. We care about our clients on a personal level and take time to get to know them, and check in on how they are doing.”

Private banking and wealth management: what’s the difference?

With wealth management, the focus is typically on investments, portfolio management and other specific areas. Private Banking, however, involves a private banker who assists one-on-one with the customer’s everyday banking needs. At Arvest Bank, private banking clients can enjoy access to a team of Wealth Management specialists who have certifications, professional designations, unparalleled experience and expertise in financial advisory services including retirement and long-term planning. 

When the time comes to review your overall financial situation as it applies to you not only today but in the future, a wealth management advisor can create a specially tailored strategy and plan to help you manage your assets. Services with Arvest Wealth Management include Trust Services, Investment Management and Insurance Brokerage Service. Arvest Bank understands the fast-paced lifestyle of its clients and is wholly committed to helping them access and manage their funds in the most effective and efficient manner possible for each client’s unique situation. This is more than just portfolio management; it is far more comprehensive.

Funk referenced planning for clients’ futures as a critical financial area the Private Banking team addresses in cooperation with Arvest Wealth Management.

“We really do listen to our clients, working towards their hopes, dreams and wishes for any retirement scenario,” she expressed. “We help them achieve those goals.”

Serving as a model and providing trusted guidance

The Private Banking team at Arvest Bank works hard to understand each client’s current situation, past experiences, future goals and objectives. When it comes to retirement planning, a financial planning tool they often recommend in cooperation with Arvest Wealth Management is the Arvest Blueprint, offered free of charge for Arvest customers and non-customers alike. 

The Arvest Blueprint is designed to help you focus on your goals for retirement and even how you will pay for that time of your life. Any concerns or expectations can be openly discussed, identifying issues that could disrupt those plans and helping clients manage those issues.  

“It helps you see how achievable your goals are based on your current financial picture and makes it easy to adjust things like your retirement age or expected expenses/budgets to see what impacts those make,” explained Funk. “Also, the Blueprint service is not strictly limited to Arvest Wealth Management customers or even Arvest Bank customers. It is something a non-customer can access for free.”

Through Arvest Blueprint, clients experience a level of confidence, trust and control with respect to their financial future, working with an experienced professional as they navigate the complexity of financially transitioning into retirement.

“To have this level of trust, tender care and unwavering support has monumental value,” noted Funk.

What if I want to retire now or at a certain age with a certain amount of money? Will that be possible? How much money do I need to retire?

No matter the financial question, Arvest Bank has answers. The experts at Arvest Bank in Private Banking and Wealth Management are highly skilled at evaluating the client’s full financial picture. With the free retirement consulting services offered by Arvest Bank, one of their qualified wealth management advisors will help set up a plan.  

“Much of my team is certified or licensed to uncover financial solutions,” emphasized Funk. “If you don’t have a clear plan in place, it can be overwhelming. The more you plan, the better off you will be.”

Supporting clients through personalized service

Even throughout the pandemic, Arvest Bank and the Private Banking team has kept a steady finger on the pulse of clients’ financial situation, by embracing technological solutions and evaluating each client’s full financial picture.    

To that end, Arvest Bank experts have helped individuals through the Paycheck Protection Program (PPP) process, as well as the PPP forgiveness process. Arvest Bank also honors appointments with clients whether in the office or virtually. Appointments can be easily scheduled on the bank’s website.

“We do everything we can to accommodate and meet our clients wherever they are and with whatever they need,” said Funk.

For more information on Arvest Bank, visit them online at arvest.com

Arvest Bank is Member FDIC and an Equal Housing Lender.

Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies. Trust services provided by Arvest Bank.