Services

Pension Plan Analysis

We work closely with pension plan holders to apply the same verifiable, proven principles as we do with every other strategy: How can we help build our client’s personal wealth, minimize their personal risk, and maintain a client’s personal lifestyle?

We begin by analyzing:

  • The overall cost of the plan by examining each charge that is applied to your pension
  • The range of different investment funds available
  • If it would be beneficial, long- and short-term, to transfer the pension to an alternative plan
  • How costs associated with your current plan compare to those of alternative plans that are available
  • What tomorrow looks like today, and how we can improve upon it

The simple premise is this: more at retirement is better than less. If you agree, we’d welcome the opportunity to review your plan, and plan for tomorrow…today.

News

Turner Thompson Receives the 2017 Paul E. Martin Community Service Award!

The Paul E. Martin Community Service Award is one of the most significant awards presented each year by Ohio National because it recognizes those financial professionals who best exemplify the…

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Events

2018 Passion for Life 5k Run/Walk

Financial Architects, Inc. is a proud sponsor of the 2018 Passion for Life 5k Run/Walk and 5 Mile Run!  The Passion for Life 5K Run/Walk is a non-profit organization and was…

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