About Us

Plan for tomorrow. Account for today.

At Financial Architects, we plan with the future in mind…yours. But we also account for today, developing a strategic roadmap for your unique tomorrow with the understanding that any program we design must perform better today, tomorrow and at retirement.

Regardless of any product we offer, or any individual’s unique path, our strategies are custom-engineered to help build wealth and minimize risk – all while allowing you to maintain your existing lifestyle. We work closely with each client to provide a blueprint for life planning, based on precision, verifiable metrics and deep-rooted principles.

We know that tomorrow always comes… we just don’t know what it will hold. With Financial Architects serving as your partner, you can be better prepared for whatever tomorrow may bring.

A difference rooted in history.

Financial Architects was founded in 1985 by a small team of professionals with a passion for predictable and peak performance, even if it meant doing things a little differently.  Ours was a business built not on a desire to sell products, but on a genuine passion for planning prosperity.

In 1989, firm co-founder, Ken Grace, began using a macro-economic planning process that allows our clients to measure the efficiency of every financial decision and put every financial planning tactic on trial.

The standard was simple: Does this tactic provide more at retirement, or less?  Does it:

  1. Build net worth, including actual money supply, income potential and benefits?

  2. Reduce overall risk exposure, including the risk of higher taxes in the future, market and interest risk, inflation, outliving your savings, or not being prepared for death?

  3. Accomplish 1 AND 2 without altering lifestyle today and keeping client cash flows neutral?

Today as the firm has grown to more than 20 professionals, and the suite of services offered has expanded and evolved, we have not veered from these guiding principles.  We exist to provide answers and planning that address these very fundamental questions so that our clients:

  • Preserve, spend and enjoy their wealth without fear of running out
  • Are able to leave their wealth behind for those they love
  • Can experience financial success during changes in the economy, stock market, health and inflation, to name a few

Where will you be tomorrow?

It can be uncomfortable at times to think about tomorrow, but we know it always comes.  This is why we work closely with clients to truly understand what their preferred pathway to tomorrow looks like, and to clearly understand the vision for each client’s unique destination.

We can’t predict the future, but we live to provide clients a comfort in knowing that, whatever tomorrow may bring, we have a plan that helps protect them from volatility and creates a brighter future for them than had we never met.

Most of our clients are already doing pretty well planning for tomorrow.  Our challenge – and our unique ability – is to custom-engineer a blueprint that will leave them even better off… today, tomorrow, and even beyond.

Build wealth. Reduce risk. Maintain your current lifestyle. That’s our plan for your tomorrow.

Where will you be tomorrow?

It can be uncomfortable at times to think about tomorrow, but we know it always comes.  This is why we work closely with clients to truly understand what their preferred pathway to tomorrow looks like, and to clearly understand the vision for each client’s unique destination.

We can’t predict the future, but we live to provide clients a comfort in knowing that, whatever tomorrow may bring, we have a plan that helps protect them from volatility and creates a brighter future for them than had we never met.

Most of our clients are already doing pretty well planning for tomorrow.  Our challenge – and our unique ability – is to custom-engineer a blueprint that will leave them even better off… today, tomorrow, and even beyond.

Build wealth. Reduce risk. Maintain your current lifestyle. That’s our plan for your tomorrow.

News

Succession Success Podcast Episode 18

How can employees be a part of the owner’s succession plan? We discuss it with Lazear Capital’s own Jeremy Garrett and Jeff Jamerino.  They specialize in sell-side transactions with a focus on Employee…

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Events

Another Successful Passion For Life Walk!

On March 25th in Walled Lake, FAI was well represented at the 16th annual Passion For Life 5K Run/Walk. Cold and rain didn’t stop our team from walking and helping…

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