We want to inform our valued Financial Architects clients about important updates from the Social Security Administration (SSA). These changes will impact how you access your personal Social Security information online. To ensure you have a smooth and secure experience, the SSA is enhancing its online services, and we encourage you to review these updates…

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On Thursday May 30th, FAI President Chris Cousins, along with Jeff Zupancic from Mosaic Business and AI consulting, hosted an informative Artificial Intelligence webinar. The event delved into the transformative power of artificial intelligence in financial services, highlighting cutting-edge applications and strategic implementations. Jeff shared his extensive knowledge on AI-driven innovation, emphasizing the significant impact…

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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 Stock Ownership Plans (ESOPs) for companies across the United States. FAI’s own Matt Dery is the host.  Here is the latest Q5 Experience podcast: Video:

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How has the financial industry changed over the past few years? We caught up with Financial Architect Asalyn Coachman to get her thoughts on the industry, her clients, her approach to helping people live a life of freedom, and how technology has changed her business model. Asalyn is an incredible advisor who has a big heart and…

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Over the past year Financial Architects has developed a growth strategy that will enhance the company’s reach and continue to put our clients at the center. We are looking to add advisors to our team with the opportunity to collaborate with experienced financial professionals. Do you know of any advisors that are looking to make…

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What is the path to becoming a country music artist? From the Midwest to Nashville, our guest today Teddy Robb shares his story on this week’s episode with our host Matt Dery. Teddy talks about his dream of having a recording contract and putting out hit songs. The pressure that is involved and where he got his start…

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Video: We here at Financial Architects continue to expand our horizons and have linked up with John Carter from Absolute Succession and John and Danette Bell from Empowering Futures, LLC to help form The Q5 Experience.  A business exit planning group that works closely with baby boomer business owners.  Check out our introductory video, which…

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With a lot of talk over the recent weeks about the stock market and a “short squeeze”, our own Mike Kucera put this video together to explain what this this term means and how it may affect clients’ portfolios.

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