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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can navigate the troubled waters.

Financial Architects is a unique firm. From the way we build investment portfolio's to mitigate taxes, to relate with clients, we strive to do it better. We feel confident nobody does the research and work like we do to create the best results. That is why we offer solutions you just don't get with your typical advisory firm. From innovative retirement plans to Roth IRA conversion strategies, to tax free exchanges, to deferred sales trusts, to captive insurance and the list goes on.

Our first priority is your overall financial success. We want to learn more about your situation, identify your issues, your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success since 1996.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search the website, feel free send us a note regarding any questions you may have. We'll get back to you with a thoughtful answer.

Helpful Content

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

 

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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