Who We Are?
Scott Brooks started teaching retirement education classes in 1998 at Mizzou*. Since then, Scott and other representatives of Financial & Tax Architects, LLC., have helped hundreds of clients just like you plan for their retirement, arrange for their long-term care needs, and leave a legacy behind for their heirs.
Our practice is focused on helping clients who are nearing retirement understand how to prepare themselves for retirement
* The materials presented were not reviewed or approved by the University of Missouri or at other educational facilities where our one-night courses are held.
What We Do?
Our underlying retirement planning philosophy is “Losses Hurt You More than Gains Help You™”.
It’s no longer enough to simply invest your money in the stock market and hope the next financial crisis which results in a 50% downturn doesn’t occur when you are planning to retire.
The most critical element to a successful retirement is the ability to have a reliable source of income for life. Our goal-based financial planning process is designed to help you obtain the income you need to meet the goals you have set for your retirement.
How We Help?
The lessons of 60+ years of combined experience are available to you for FREE by attending one of our retirement classes.
Finding creative ways that are designed to help protect and grow the assets of our clients is our passion. We especially enjoy helping each new client bring together the many pieces of their retirement into a completed puzzle. Our specialty is creating investment strategies that are designed to maximize portfolio performance based upon your investment objectives, time horizon, and risk tolerance.
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