Broker Check
The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation
Agent Photo

Your Financial Future

Financial Architects (“FA”) provides comprehensive financial planning solutions analyzing a client’s overall financial picture; including tax planning, investment management, & insurance.  The firm works in a team approach with CPAs, attorneys, & other professionals.

FA has a focus on tax strategy as that is often the single largest impediment to growing net worth.  FA’s strategies help their clients to reduce their tax footprint & to keep more of their own money.  Whether the tax liability comes from a business, a salary, or the sale of an asset such as a closely held business or real estate, FA can help.

FAs investment management services use asset allocation strategies following Yale University Endowment Model (developed by David Swenson & Dean Takahashi), allocating assets not only to stocks & bonds, but to the total investable landscape globally. The endowment model builds on the application of modern portfolio theory where investors are not limited to the liquid markets, but can invest into alternative investments. These investments, often with limited or no liquidity, are typically less correlated to the stock and bond markets, allowing for a potentially higher degree of diversification.

FA Endowment Model Video

Please note that there are special rules & risks associated with alternative investments & not every investor will be eligible or suitable to invest in alternative investments. Many alternative investments place limitations on who may purchase them based a person's income & assets & some may only be available to accredited investors. Alternative Investments often include a high degree of risk.

Helpful Content

How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

View all articles arrow

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators arrow

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 Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

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

Managing Your Lifestyle

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

View all presentations arrow

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

The Other Sure Thing

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

What Our Kids Can Teach us About Saving Money

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

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

View all videos arrow