Financial Architects

CONNECT

Address:

18025 Oak Street Ste B
Omaha, NE 68130

Phone:

402.689.9917

Fax/Other:

877.262.3403

Our Difference


Our clients choose to work with us because we don't apply a one size fits all approach to managing client assets.  A cookie cutter approach is never the best way to develop an effective investment portfolio.  It should be designed to meet your unique circumstances.

 


Our clients choose to work with us, rather than somebody else, because of our custom management.  As part of our management process, everything is personalized with a program tailored to your individual financial situation.  “If you only have a hammer in your toolbox, every problem becomes a nail”

Our investment process includes:

  • Assessment of goal, objectives, values, and concerns/challenges

  • Determine risk tolerance

  • Analyze current investment portfolio

  • Asset allocation modeling and portfolio construction

  • Insurance coverage review and needs analysis

  • Creation of an Investment Policy Statement (IPS)

  • Ongoing risk management, and performance reporting

Once again, as we go through our investment process, we keep you apprised of all the steps along the way and continue to educate and inform so you understand the “why” behind our decisions.   An investment policy statement is sometimes called an investment “blueprint”, and as you transition through certain life events we may change our investment allocations to keep them in alignment with your goals.  We “partner” with you and help you through good times as well as challenging times.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck