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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Virtual Health Care Is Here to Stay
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
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The Inflation Experience is Painful – and Personal
This article discusses consumer price index categories, how they’re weighted, and the top drivers of inflation over the past year.
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Sectors: Overweight, Underweight, or Just Right?
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
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Tips for Safe Online Shopping
This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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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 73.