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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.

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

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

 

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Disability Income

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for College

This calculator can help you estimate how much you should be saving for college.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Comparing Investments

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

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Managing Your Lifestyle

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

Investment Strategies for Retirement

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

5 Smart Investing Strategies

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

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

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

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No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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