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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 portfolios to mitigate taxes, to the way we 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. Please contact the office with any questions.

Helpful Content

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

 

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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