We offer intensive, hands-on classes online as live webinars as well as at different colleges and universities located throughout the St. Louis metro area. All who attend one of our classes receive a free, no-obligation, in-depth retirement plan.
Scott Brooks started teaching retirement education classes in 1998 at Mizzou*. Since then, Scott and other representatives of Financial & Tax Architects, Inc., 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.
* 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.
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.
The lessons of 60+ years of combined experience are available to you for FREE by attending one of our retirement classes.
Finding creative ways to 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.
We offer a complimentary “Get Acquainted” meeting to describe our services and to see if our services are right for you.
Phone: (314) 858-1122
12412 Powerscourt Drive, Suite 25
Saint Louis, MO 63131