Whether you're a prospective client or a candidate interested in a career, B & L Financial Architects is looking for men and women with resolve and courage to face financial mountains and go about the challenging, step-by-step process of designing, building and maintaining solid financial futures. Our passion is to create and protect the financial well-being of individuals, families and businesses.
Our services include: income protection, investments, education, retirement, estate preservation, charitable giving and more. Please visit the pages on our website to learn more about us, tap into the helpful tips, tools and links. Included on our site are a variety of easy-to-download, easy-to-print 8.5 x 11 PDF flyers, worksheets and PowerPoint slides.
How much life insurance would you need to produce a sufficient income stream for your family? Compare the potential future value of tax-deferred investments to that of taxable investments.
Our services include: income protection, investments, education, retirement, estate preservation, charitable giving and more. Please visit the pages on our website to learn more about us, tap into the helpful tips, tools and links. Included on our site are a variety of easy-to-download, easy-to-print 8.5 x 11 PDF flyers, worksheets and PowerPoint slides.
How much life insurance would you need to produce a sufficient income stream for your family? Compare the potential future value of tax-deferred investments to that of taxable investments.
Services
In the same way that you would engage an architect to design your custom home, clients work with B&L Financial Architects to design, build and maintain their custom financial futures.
Our Mission is to serve clients with the utmost integrity, by providing quality financial services through financial professionals who are both qualified and highly ethical.
Our Mission is to serve clients with the utmost integrity, by providing quality financial services through financial professionals who are both qualified and highly ethical.
By understanding your current life stage and needs, we can help you to determine goals and objectives.
By preparing for each life stage, your financial objectives and goals become more attainable.
Let's discuss your needs and review your goals, to help to protect your financial future and that of your family.
Successful financial management can enable you to make decisions that may enhance your life and build security for you and your family.
By focusing on your personal needs, together, we can create a strategy for your financial growth.
By preparing for each life stage, your financial objectives and goals become more attainable.
Let's discuss your needs and review your goals, to help to protect your financial future and that of your family.
Successful financial management can enable you to make decisions that may enhance your life and build security for you and your family.
By focusing on your personal needs, together, we can create a strategy for your financial growth.
We've put together a library of information on important financial topics that we believe you'll find helpful.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Select one of the flipbooks below and click the image to view it.
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Select one of the flipbooks below and click the image to view it.
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
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