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.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
For homeowners who think their property taxes are too high, there are ways to appeal.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How do the markets usually react to elections? Was the 2016 election any different?
Pundits say a lot of things about the markets. Let's see if you can keep up.
What if instead of buying that vacation home, you invested the money?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A special needs trust helps care for a special needs child when you’re gone.
Are you ready for retirement? Here are five words you should consider.