Financial Advisor & Vice President at Financial Architects Inc.
Helping clients make financial decisions for their family by helping them become better financially organized and educated.
Helpful Content
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Financial wellness for everyone: Term life insurance
Learn how simple, affordable life insurance can help boost your financial confidence with these basics.
Couples: How to choose between 2 insurance plans
Tips for working couples comparing employer benefits and choosing insurance, coverage, and financial protections.
You can DIY guaranteed income with these 3 tips
Get guaranteed retirement income with an annuity. Here’s how.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
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Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.