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.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
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
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
If you find it hard to attain personal life goals, there’s an app for that!
Here’s a guide to explain all the parts of Medicare.
Life insurance proceeds are generally tax-free. But not in all cases.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Why are 401(k) plans, annuities, and IRAs so popular?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are a few things to consider when buying or leasing your next vehicle.