Archer Life Financial LLC, led by Jeff Archer, CFF, provides specialized retirement tax and estate planning services. This planning leverages modern techniques, conservative investments, and innovative strategies to help clients navigate all phases of retirement.
Jeff brings a high level of intensity and passion to the forefront as he teaches throughout his state of Ohio at local workshops and nationwide, providing educational webinar classes such as Tax strategies with IRAs.
Jeff has been coached his entire life in all areas of his achievements, from sports to building a business after graduating from BGSU and in music—competing internationally as a Silver Medalist in 2001 in the Barbershop Harmony Society. Jeff claims his successes are credited mostly to the support of his wife, Lisa, for 31 years and son, now a college graduate.
Winning financially in the distribution phase of retirement is crucial. Being such a vital phase of life, Jeff prioritizes this in client goals. His team and partner, Affinity Advisory Network LLC, provide the resources to take a holistic wealth management approach covering five essential pillars:
1. Distribution Planning
2. Asset Management
3. Tax Strategies / IRA Conversions
4. Protection Planning
5. Legacy Planning
“Our job is to foster a relationship of trust, both legally and ethically. We are inspired and thrive to see our clients’ successes and their legacies come to fruition. We employ full transparency for clients and the multitudes of financial institutions we work with. One of my favorite rewards in life is witnessing our client’s outcomes from our planning and referring to another family that would like those same results.”
Lisa Archer
330-715-5005
I am excited to announce that I will now be joining my Husband in business as a Senior Specialist after working for almost 20 years with senior patients as an Occupational Therapy Assistant. My experience in Health care will help me give clients guidance to educate them about their Medicare choices and what fits their personal needs. I look forward to this new chapter in my life.