ADV Downloads - Financial Advisor St. Louis | Financial & Tax Architects, LLC.

LinkedIn
Facebook

Class Registrations
Media
- On The Radio
- TV Interviews
Our Team
Services
Resources
- 3 Tax Traps Download
Contact
Client Login
- Charles Schwab Login
- Insurance
Menu Menu

Click to download:

Form ADV Part 2A 03.08.2024

Brooks 10.22.2024

Davis 10.22.2024

Creel 10.22.2024

Gitcho 10.22.2024

Haave 10.22.2024

Hill 10.22.2024

Johnson 10.22.2024

Jones 10.22.2024

Kafazi 10.22.2024

Kenney 10.22.2024

Kukielski 10.22.2024

Loquet 10.22.2024

Mendoza 10.22.2024

Miller 10.22.2024

Peterson 10.22.2024

Schmidt 10.22.2024

Smitka 10.22.2024

Smith 10.22.2024

Stephenson 10.22.2024

Stout 10.22.2024

Sulak 10.22.2024

Wofsey 10.22.2024

CONTACT

12412 Powerscourt Drive, Suite 25
Saint Louis, MO 63131
(314) 858-1122

101 N Main St,
Edwardsville, IL 62025
(618) 619-2281

2550 Meridian Blvd. Suite 200
Franklin, TN 37067
615-649-5494

Email: info@fta-ria.com

CLIENT LOGINS

Charles Schwab Login
Insurance

Follow us

© Financial & Tax Architects, LLC. All rights reserved.
TERMS & CONDITIONS | DISCLAIMER | PRIVACY POLICY | DISCLOSURES: ADV | CRS |
Interactive Brokers Fee Schedule | Charles Schwab Fee Schedules | ACCESSIBILITY STATEMENT | Business Continuity Plan (BCP) |

The investment information, education, classes, and discussions we provide are for general education and discussion purposes only and are not intended for specific tax, legal or financial advice. Our media appearances and interviews are paid advertisements and do not constitute endorsements by any media interviewers, personalities, professionals, or entities. Always consult your tax, legal or financial professional before making any decisions. Financial & Tax Architects LLC and its affiliates have no liability for investment decisions, or other actions taken or made by you based on the general information we provide. All insurance and annuity products are based on the claims paying ability of the providers. The information we provide is believed to be accurate, factual, and up to date, but we do not guarantee its accuracy and you should not regard it as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, are limited to the dissemination of general information, and may not be the best selection for you. A professional advisor should be consulted before implementing any of the general strategies presented. Examples are for illustration purposes only. Results may vary. “Your Retirement Professors®” is used for marketing purposes only. The term should not be considered an accreditation and does not imply a heightened level of knowledge or expertise. You are never obligated to enter into a customer relationship for advisory services or to purchase an insurance or annuity product. We encourage you to be a well-informed investor and to ask your financial professional about any investment products and services, the material risks and limitations associated with the potential benefits, and the related fees and costs before you make any investment decision.

Investment advisory services offered through Financial & Tax Architects, LLC, (“FTA”) registered investment adviser. Insurance and annuity products offered through insurance agency product partners of FTA’s affiliated insurance field marketing organization, AdvisorMax, LLC.