THE FINANCIAL ARCHITECTSSM 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? Simply to identify coordination gaps and opportunities and to take their wealth management planning a higher level. Once we have completed our comprehensive analysis and helped identify our client's goals and dreams, we work with their other advisors to ensure that everything is specifically addressed and implemented.
By properly coordinating a client's financial planning and depending on the specific set of circumstances, we can preserve a substantial amount of money. Coordination is the key!
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? Simply to identify coordination gaps and opportunities and to take their wealth management planning a higher level. Once we have completed our comprehensive analysis and helped identify our client's goals and dreams, we work with their other advisors to ensure that everything is specifically addressed and implemented.
By properly coordinating a client's financial planning and depending on the specific set of circumstances, we can preserve a substantial amount of money. Coordination is the key!
Services
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 Sagemark's serve first philosophy.
Our commitment is to prospect for successful clients who shall be receptive to our financial planning process.
When the contract has been made and a willingness to proceed has been established, we will obtain objective and subjective data from the client.
We, in partnership with clients, will develop a financial plan that is appropriate to help meet those objectives within the context of Sagemark's serve first philosophy.
Our commitment is to prospect for successful clients who shall be receptive to our financial planning process.
When the contract has been made and a willingness to proceed has been established, we will obtain objective and subjective data from the client.
It is our goal that as a result of our efforts, your and your family will be able to enjoy the fruits of your labors and that your financial resources will be properly structured for the optimal result; and that there is value from the work that we do.
We assist our clients to help secure their financial future through comprehensive wealth planning and financial advisory services.
As we assist our clients in clarifying their vision, values and financial goals for their family, we will provide objectivity throughout the financial planning process.
We assist our clients to help secure their financial future through comprehensive wealth planning and financial advisory services.
As we assist our clients in clarifying their vision, values and financial goals for their family, we will provide objectivity throughout the financial planning process.
Almost all of their financial planning has been transaction oriented, i.e., "you really need." as opposed to a more consultative process, i.e., "based on the analysis, your goals, values and important life considerations, the appropriate strategy or strategies for you are."
Once our clients start working with us, we are able to fully identify coordination gaps with their existing financial planning and opportunities to improve upon their planning, thereby, turning their financial planning into a cohesive set of Wealth Management Strategies.
Once our clients start working with us, we are able to fully identify coordination gaps with their existing financial planning and opportunities to improve upon their planning, thereby, turning their financial planning into a cohesive set of Wealth Management Strategies.
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 provide you with an implementation schedule for these recommendations and assure that every strategy you choose to implement is accomplished.
We will coordinate your legal and tax work among your various advisors or give you a list of attorneys and CPAs to choose from.
We will develop a comprehensive written financial plan and specific recommendations within a reasonable amount of time following our data gathering meeting.
We will provide you with an implementation schedule for these recommendations and assure that every strategy you choose to implement is accomplished.
We will coordinate your legal and tax work among your various advisors or give you a list of attorneys and CPAs to choose from.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
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