What planning services does Wealth Architects offer?

• Tax & Estate Planning


• Tax Reduction & Minimization Strategies


• Unique Financial Strategies Tailored to Clients Individual Needs


• Farm Succession Planning


• Retirement Planning


• Retirement Income Structuring


• Guaranteed Retirement Income


• Executive Financial Planning


• Insurance Consulting


• Fee-for-Service Financial Planning*


• Intergenerational Wealth Transfer


• Lifelong Income Planning for Professional Athletes


• Charitable Giving