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Friday, June 2nd, 2023
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The decision you make when selecting a professional services firm can often times be more important than the product itself.
Contrary to what some may say, not all firms are created equal. The Financial Architects team of experienced professionals will help to manage, preserve, and protect what is most valuable to you. By utilizing the financial and risk management tools available and representing a multitude of the nations’ top-rated companies, we are committed to be an invaluable resource for you.
Relationship Focused
You will have direct access to a team of friendly, experienced professionals that genuinely care about your current and future success.
Independence
The Financial Architects is an independently owned, non-captive, financial services firm. This enables our team of professionals to offer a complete suite of services and assist clients with their life, health, personal and business insurance as well as financial needs. It is our goal to help clients create, preserve, and protect wealth for their families and businesses. The Financial Architects provides personalized solutions to help professionals, affluent business owners, executives, physicians and retirees to develop complex risk management, retirement, financial, estate, and employee benefit plans.
Flexibility & Choice
In today’s increasingly dynamic world, it is becoming more important than ever for clients to have solutions that are in-synch with their evolving risks. We know that customers look to their trusted agents and brokers to help them sort through their options for managing these risks. By aligning with various insurance and financial services companies, The Financial Architects and its affiliated companies are able to offer a wide selection of programs, products, and services. The variety of services provided allow our clients, partnered with The Financial Architects, to find a solution that best fits the client’s needs and financial goals. A diverse portfolio allows clients to not only protect their families but, for those who are small business owners, help ensure their legacies are safeguarded.
Personal Solutions
The Financial Architects broad array of client-focused solutions offers individuals and families the tools they need to help them meet today’s financial demands.
These powerful concepts and programs can help our clients get from where they are to where they want to be. No one product fits everyone’s needs and we encourage you to talk to a The Financial Architects associate to help create a strategy for your financial future.
- Personal Financial Strategy
- Financial Goal Setting
- Recommendations and Implementation
- Strategies for Achieving Financial Goals
- Investments and Asset Allocation Strategies
Life Insurance Protection
An important part of planning for your financial future is protecting it. Whether you live too long, die too soon or become disabled, these products can help you and your family protect the life you have built.
- Variable Universal Life Insurance*
- Universal Life Insurance
- Indexed Universal Life Insurance
- Term Life Insurance
- Whole Life Insurance
- Disability Insurance
- Individual / Group Health
Supplemental Retirement Programs
A key to any financial strategy is preparing for retirement. The Financial Architects offers a variety of options to help clients prepare for their leisure.
- Roth IRA/ Traditional IRA
- Annuities
- Mutual Funds*
- Supplemental Retirement Funds
*Registered Representatives provide Securities products that are sold by prospectus, which contain more complete information about charges, risks, objectives and expenses. Copies of specific products prospectuses and statements of additional information may be obtained by contacting your registered representative. Prospectuses should be read carefully and the charges, risks, objectives and expenses should be carefully considered before investing or sending money.
College Funding Plans
Whether preparing to send the first or fifth child to college, The Financial Architects can help clients begin saving now.
- 529 College Savings Plan*
- UTMA/ Coverdell Plans
*Securities offered through Gradient.; member FINRA/SIPC. The Financial Architects is not affiliated with Gradient.
Elder Care Protection
Care in the later years of life can be a monetary burden, but proper preparation can help clients protect themselves and their loved ones should extended care be needed.
- Long-term Care Insurance
Property & Casualty
Through The Financial Architects affiliate companies, The Financial Architects associates can offer a variety of personal insurance coverage options to help clients protect themselves and their families.
- Auto Insurance (Personal & Commercial)
- Homeowners Insurance
- Personal Umbrella / Commercial Umbrella
- Recreational Vehicle & Watercraft Insurance
- Commercial General Liability
- Workers Compensation
Business Solutions
It is important for a business owner to invest in his/her company but also in the employees that work there. The Financial Architects offers a variety of packages to help reward and retain personnel with tangible benefit programs such as:
- 401(k)
- Profit Sharing Plans
- Pension Plans
- Section 412i/ 419 DBO Plans
- SEP and Simple IRAs
- Sole Proprietor 401(k)
- 403(b) Plans
- 457 Deferred Compensation Plans
- Tax Free Retirement/ Advanced Planning
- PEO
- Payroll Processing
Executive Compensation Programs
With Executive Compensation solutions, our associates can help business owners design plans to attract quality employees and retain key personnel.
- Executive Bonus
- Split Dollar
- Key-Person Insurance
Business Continuation Programs
The Financial Architects offers a variety of solutions that can help a small business owner transfer ownership and protect the future of his/her company.
- Buy-Sell Arrangements
- Business Continuation Strategies
Some of our Affiliated Companies
