Why choose Financial Architects, Inc.?
Financial Architects offers comprehensive financial planning services tailored to address and eliminate the 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 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. It also requires us to be a Fiduciary to our clients. Copies of our disclosure document are available.
What we are not.
We are not....in the business of providing an investment plan masquerading as a comprehensive financial plan. We are planners first. In the words of Yogi Berra, "If you don't know where you are going, you'll end up someplace else." This is why having a plan is critical.
We are not....selling products in the traditional sense. We are selling our expertise without conflict between your best interests and someone else's.
We are not....going to set it and forget it. This is financial planning (a verb), not just a financial plan.
We are not....going to chase returns. There is no crystal ball providing answers to what the markets may do or what sectors may the best. Keep in mind that economists have predicted 11 out of the last seven crisis. Similar in nature would be a strategy that is 100% accurate 30% of the time. The following is a great example of why we will not chase returns: