As Financial Architects, our mission is to help you design, build and sustain your financial home. Whether we are providing wealth stewardship and risk management for individuals or employee benefit strategies for business owners, our goal is to create an overall wealth plan that gives you financial security now and for the future.
Drawing on our extensive experience, we take a comprehensive and consultative approach to wealth management. Our company is based on the principle that only by understanding your unique concerns, needs and priorities can we create a personalized financial blueprint for achieving your goals as an individual and business owner. By utilizing a collaborative 5 step approach and working together with your other trusted advisors – lawyer, accountant, etc. – we develop and execute customized strategies that help you build and preserve your wealth, protect your family and business and secure your legacy. Throughout this process we educate and empower you to make solid financial decisions to give you peace of mind through each phase of your life.
We encourage you to contact us for more information.
Newsletters
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Mutual Funds: Do You Know What’s in Your Portfolio?
It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
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Don’t Let Debt Derail Your Retirement
This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
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How Long Should You Keep Financial Records?
The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?