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About Us Why choose Financial Architects, Inc.?
Financial Architects offers a wide range of financial services tailored to address and eliminate the financial concerns of both individuals and businesses. It is our goal to provide you with a personal and easy to understand picture of your present financial position and to “custom-fit” a plan to your personal financial goals. We will then provide you with a comprehensive, written financial plan that addresses each of these goals.
Financial Architects is an independently owned operation. In much the same manner as your accountant or attorney, we are contracted on a fee basis to represent your interests in the financial marketplace. This allows us to provide objective advice designed to help you make the best decisions about your financial future.
Financial Architects, Inc., is a Registered Investment Advisor with the Kentucky Department of Financial Institutions. A Registered Investment Advisor is required to disclose to its clients the complete details of its business operation, its qualifications and methods of analysis, and any related business interests. Copies of our disclosure document are available.
The Comprehensive Plan
This plan is designed for higher income/net worth clients. The analysis is a detailed review of the special problems that these individuals have. The investment strategies are developed around a custom designed portfolio model, oriented to no-load investments. The procedure is an interactive one, arranged to involve the client in each step of the decision process. Often we will work with the client’s other advisors to implement the plan.
Asset Management
Once your financial plan is implemented, we can provide more dynamic services in the area of managing your investments. By matching your needs to one of our Wealth Builder StrategiesTM, we will provide and additional edge in your efforts to attain financial freedom. Each quarter, your portfolio is reviewed. We will follow through with a complete report designed to help you closely track the performances of your investments. The result is a state-of-the-art, low maintenance approach to managing your investment portfolio, designed to create wealth while minimizing risk and volatility.
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