Financial & Tax Architects

Financial & Tax Architects is a top St. Louis based fiduciary firm helping individuals reach their retirement goals and objectives. We provide investment guidance for individuals preparing for and during retirement. Financial Planning The most critical element to a successful retirement is your ability to have Income for Life. Our goal-based financial planning process is designed to help you obtain the income you need to attain the goals you set for your retirement. Assuredly, one of those goals is to stay retired even during the inevitable market fluctuations that are not uncommon to our financial markets. Investment Management At FTA, we have created our own proprietary investment strategies we call Private Wealth Strategies. Private Wealth Strategies are individually designed to address different specific objectives. We blend those strategies when building a client portfolio. The goal is to create a profile that is limits downside risk during periods of market fluctuations while also allowing for growth opportunities. Why Choose Us Education | The first step towards planning your retirement is education. We offer an intensive, hands-on retirement planning class at different universities located throughout the St. Louis metropolitan area1. Everyone who attends one of our classes is eligible to receive a free, no-obligation, in-depth retirement plan. Fiduciary | We are fiduciaries. A fiduciary is defined as a person who holds a legal and ethical obligation to act prudently and in the best interests of another person. Make sure that your retirement planning is in the hands of a fiduciary. A fiduciary has 5 primary responsibilities. Those responsibilities are - The best interests of their client comes before their own - To act with utmost good faith - To provide full and fair disclosure of all material facts - Not to mislead clients - To disclose all conflicts of interest Make sure your retirement planning is someone who adheres to these responsibilities.

网站

https://www.fta-ria.com

Financial & Tax Architects的外部链接

所属行业

金融服务

规模

11-50 人

总部

St Louis，Missouri

类型

私人持股

创立

1998

领域

Financial Planning、Financial Services、Retirement Planning、Retirement Strategoes、Retirement Management、Investments、Investment Management、Fiduciary和Financial Risk Management