Your Custom

Complete Written Retirement Plan

Discover how you could create a custom plan to help you retire, and stay retired, based on your values and goals.

This detailed plan includes specific strategies to help your money go further in retirement, including steps on how to:

  • Reduce your taxes in retirement
  • Maximize your Social Security benefits
  • Minimize investment risk yet still earn safe returns
  • Protect your estate
  • Handle unexpected medical expenses

This plan is yours to take with you to implement on your own or share with a retirement advisor of your choice.

There’s no fee for this service – we just ask that you bring in 3 canned goods to donate to the St. Louis Crisis Nursery.

Simply fill out the intro call request form, and we’ll take it from there!

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.