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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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.