When more than one advisor looks at a client’s situation, the client gets a better solution.
Ours is a collaborative approach. Not only do we work in teams here at Financial Architects, we also seek to align with our clients’ outside professional advisors to get a 360 view of every situation.
Contrary to some others in the financial services industry, we engage with you from the onset. Whether you are a CPA, business or estate planning attorney, banking or lending professional – your input matters to us.
We have established strong relationships with many legal and accounting firms within our region. In addition to collaborating with these firms on client-specific work, we offer regular continuing professional education opportunities that count towards your CPE credits.
We continue to grow our network of aligned professionals in the interest of better serving our clients and the community. Contact us to find out more about our services.