eyes Financial Architecture takes (RFA) pride in providing comprehensive financial-planning services to our clients. We review our clients Investment Portfolios, Retirement Plans, Social Security Plan, Tax Returns, Long-Term Care and Life Insurance documents; as well as their Estate/Trust Plans. We embrace our role as a fiduciary; acting within our client’s best interests. Our comprehensive services integrate all aspects of our client’s financial picture, in a coordinated effort to provide for a carefree, comfortable retirement.
- Risk-Managed Investment Management
- Retirement Income Distribution Planning
- Social Security Maximization Planning
- Strategic Tax Planning
- Long-Term Care & Life-Insurance Planning
- Estate & Retirement Planning
Just imagine a complete plan; where all your Investment, Retirement Income, Tax and Asset Protection/Estate Planning needs are addressed in one place. This is your wealth-management plan. Our comprehensive and coordinated approach ensures your plan is developed using a holistic view. We have found many financial services professionals focus on products. Our experience shows our clients’ needs are best met by focusing on processes, and most importantly, people.
Financial Planning Philosophy
At RFA, our belief is we can best serve our clients with a collaborative approach to financial planning. Through our strict due diligence process, we use outside money managers and other professionals across multiple disciplines—including financial, tax and estate. Using this approach, RFA is on the same side of the table you are. If someone is not doing their job, we replace them. With the creation of a Risk-Managed Investment and Retirement-Income Plan, each client has a personalized review of their current situation, their outlook based on the current situation, recommended changes and the potential enhanced results of those changes. Our financial planning philosophy is simple: Have no agenda other than that of our clients.