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

Inside Financial Architects Episode 12

This week we dive into the restaurant space with Matt Schaffer, Head Chef and Kitchen Manager at CJ Mahoney’s Bar and Grille in Rochester Hills, MI.  What is going on…

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Events

Our Passion for Passion For Life

Another successful event is in the books in Walled Lake. On March 27th, a big group of staff and their families from Financial Architects participated in the 14th annual Passion…

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