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
-
IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
-
Retirement Savings in a Volatile Market
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
-
Sticker Shock Is No Joke for Car Buyers
This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.
-
Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.