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FINANCIALARCHITECTS-USA.COM

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Welcome To Our Site! Is a locally owned firm which provides advisory services for individuals and businesses throughout the country. As successful individuals and business owners, our clients typically have advisors - accountants, attorneys, insurance or investments professionals. These advisors have helped with a certain level of wealth management planning. Most often, that work has been done on a project by project basis and not as a comprehensive and coordinated whole. Why then do they hire our team?

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Welcome To Our Site! Is a locally owned firm which provides advisory services for individuals and businesses throughout the country. As successful individuals and business owners, our clients typically have advisors - accountants, attorneys, insurance or investments professionals. These advisors have helped with a certain level of wealth management planning. Most often, that work has been done on a project by project basis and not as a comprehensive and coordinated whole. Why then do they hire our team?
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Welcome To Our Site!! | financialarchitects-usa.com Reviews

https://financialarchitects-usa.com

Welcome To Our Site! Is a locally owned firm which provides advisory services for individuals and businesses throughout the country. As successful individuals and business owners, our clients typically have advisors - accountants, attorneys, insurance or investments professionals. These advisors have helped with a certain level of wealth management planning. Most often, that work has been done on a project by project basis and not as a comprehensive and coordinated whole. Why then do they hire our team?

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financialarchitects-usa.com financialarchitects-usa.com
1

Welcome To Our Site!!

http://www.financialarchitects-usa.com/page/home-action

Welcome To Our Site! Is a locally owned firm which provides advisory services for individuals and businesses throughout the country. As successful individuals and business owners, our clients typically have advisors - accountants, attorneys, insurance or investments professionals. These advisors have helped with a certain level of wealth management planning. Most often, that work has been done on a project by project basis and not as a comprehensive and coordinated whole. Why then do they hire our team?

2

Phase Five

http://www.financialarchitects-usa.com/menu/phase-five

The Custom Wealth Inspector. We meet regularly to reflect, review and discuss your financial plans. To best serve you and your family, The Custom Wealth Builder™ provides dynamic relavant financial strategies that evolve with your changing needs and goals. Annual schedule of events. Regular reviews of all financial vehicles. Vaulting of important documents. Tax law review and strategy alignment. Back to Our Process]. Portions 2014-2015 Liberty Publishing, Inc. Portions 1996-2016 SiteQuest Technologies.

3

Our Ongoing Commitment

http://www.financialarchitects-usa.com/menu/ongoing-commitment

Serving as your advisors, leaders and confidants, we pledge the following to you:. We will listen to you and ask questions until we understand fully what is important to you and what you wish to accomplish through your financial planning process. We will develop a comprehensive written financial plan and specific recommendations within a reasonable amount of time following our data gathering meeting. We will contact you quarterly to evaluate our progress and address your questions. We are licensed in the...

4

Phase One

http://www.financialarchitects-usa.com/menu/phase-one

This process starts with a meeting to capture your personal and financial goals and identify obstacles and opportunities. We clarify and document how you measure success, how we will work together, and ensure we build a Strategic Blueprint that ideally suits your core personal and financial needs. We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

5

Mission/Philosophy

http://www.financialarchitects-usa.com/menu/mission-statement

We are committed to assist clients in identification of financial objectives. We, in partnership with clients, will develop a financial plan that is appropriate to help meet those objectives within the context of Sagemarks serve first philosophy. In so doing, staff and financial planners will adhere to the highest ethical standards that will promote long-term client relationships and the growth of financial planners and the organization. Business Philosophy - Serve First. Unless otherwise identified, Ass...

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Welcome To Our Site!!

Welcome To Our Site! Is a locally owned firm which provides advisory services for individuals and businesses throughout the country. As successful individuals and business owners, our clients typically have advisors - accountants, attorneys, insurance or investments professionals. These advisors have helped with a certain level of wealth management planning. Most often, that work has been done on a project by project basis and not as a comprehensive and coordinated whole. Why then do they hire our team?

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