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.
The mission of Financial Architects is pretty simple, to put our clients in the best financial position we can. We challenge you to find a firm that does more to accomplish this task. We do our homework and research not just investment strategies, but on tax mitigation strategies, on building better relationships, and having a deep network of other relationships to accomplish our mission.
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