As Financial Architects, our mission is to help you design, build and sustain your financial home. Whether we are providing wealth stewardship and risk management for individuals or employee benefit strategies for business owners, our goal is to create an overall wealth plan that gives you financial security now and for the future.
Drawing on our extensive experience, we take a comprehensive and consultative approach to wealth management. Our company is based on the principle that only by understanding your unique concerns, needs and priorities can we create a personalized financial blueprint for achieving your goals as an individual and business owner.
Drawing on our extensive experience, we take a comprehensive and consultative approach to wealth management. Our company is based on the principle that only by understanding your unique concerns, needs and priorities can we create a personalized financial blueprint for achieving your goals as an individual and business owner.
Services
Our goal is to build a relationship with you based on trust, knowledge and mutual communication so you feel confident your needs are being met. We spend a lot of time upfront getting to know you and also making sure you understand how we work collaboratively on your wealth plan. By walking you through an in-depth discovery and education process, we help you identify and address the concerns most important to you now and in the future.
The essence of stewardship is the careful and responsible management of something entrusted to one's care. As wealth stewards, we work with you to address the full range of financial issues you face and to plan for your future and the legacy you want to leave. Once we understand your specific needs, circumstances and values through our intensive discovery process, we work with you to develop a customized investment plan.
Corporate decision makers often rely on a diverse team of independent advisors to guide them through the complex maze of benefit strategies, services and compliance issues. Working with our strategic partners, such as NFP Executive Benefits, we have the resources to coordinate all of your company's benefit needs.
Our holistic approach goes beyond just spreadsheeting and finding the lowest cost alternatives for our clients' insurance needs. We offer an advanced advocacy team who will work directly with the underwriters of each of the insurance companies to ensure you obtain the most appropriate offer possible.
Many clients are surprised when we ask them for their personal balance sheet and income statement. If you don't have one, then join the club. A lot of people have never put one together and some don't even know what they are. Your balance sheet and income statement are the two cornerstone pieces of information needed to produce an accurate and useful wealth plan tailored to you.
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