Financial & Tax Architects is a retirement planning firm based in St. Louis, MO, offering comprehensive services to help clients prepare for their retirement. With over 60 years of combined experience, their team of fiduciaries specializes in creating investment strategies tailored to individual investment objectives, time horizons, and risk tolerances, aiming to maximize portfolio performance. Through their goal-based financial planning process, they assist clients in obtaining a reliable source of income for life, emphasizing the importance of protecting and growing assets to meet retirement goals.
Founded by Scott Brooks, who has been teaching retirement education classes since 1998, Financial & Tax Architects has helped numerous clients plan for retirement, arrange for long-term care needs, and establish a legacy for their heirs. Their straightforward approach involves offering intensive, hands-on retirement classes both online and at various educational institutions throughout the St. Louis metro area, providing attendees with a free, in-depth retirement plan. With a philosophy that losses hurt more than gains help, they strive to help clients navigate the complexities of retirement financial planning and make informed decisions to secure their financial future.
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