*The class materials presented are FTA’s, they have not been reviewed or endorsed by any institution. FTA is not affiliated with any College or University.
It’s Nice to Meet You! How Can We help?
If you have retirement on your mind, chances are you have some unanswered questions or concerns. If so, we would like to hear about them (really!) and give you the information you need.
Two Ways We Can Answer Your Questions – However You Like to Learn
Join Us for an In-Person COURSE in Your Area
... where you can ask questions, learn from peers and connect with an advisor/instructor, click below to see upcoming Retirement 101 courses near you or click to register and save your spot.
One-on-One Conversation
If you are a direct” give me the facts” kind of person…
- If you would like to ask an advisor about your specific concerns or
- If you want to learn how we can help you retire in a way that supports the goals and values that matter most to you.
Benefits of the Retirement 101 course:
About Financial & Tax Architects (FTA) and JOY
Financial and Tax Architects is a wealth management firm dedicated to working with people approaching or in retirement. Why? Simply, it gives us joy!
We believe everyone deserves help and support to make their retirement joyful, whether they have a modest nest egg or greater assets.
We take great pride in hearing you.
- We will ask you questions to help you to think deeply about what would truly make your retirement joyful.
- This is highly personal and different for each individual. Once we understand your goals and values, we work with you to create a financial plan to get you what brings you joy.
