Financial & Tax Architects are fiduciary advisors specializing in retirement planning, tax strategies, and wealth preservation for those nearing retirement. We offer hands-on, goal-based guidance to secure a reliable lifetime income, plan for long-term care, and leave a legacy. Attend a free educational class or book a complimentary discovery call.
Location
Certified by Financial & Tax Architects • Aug 30, 2026
Certified by Financial & Tax Architects • Aug 30, 2026
Monday8:30 AM - 5:00 PM
Tuesday8:30 AM - 5:00 PM
Wednesday8:30 AM - 5:00 PM
Thursday8:30 AM - 5:00 PM
Friday8:30 AM - 3:00 PM
SaturdayClosed
SundayClosed
Reviews
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LS
Laura Stubblefield
Aug 21, 2026
5.0
Greg at Financial & Tax Architects is awesome to work with for retirement and estate planning. He is knowledgeable, professional, and took the time to explain everything in a way that was easy to understand. Estate planning can feel overwhelming, but Greg made the entire process simple and stress-free.
I truly appreciated his attention to detail and willingness to answer all of my questions. I feel much more confident knowing everything is properly planned and taken care of.
I would definitely recommend Greg to anyone looking for someone knowledgeable, trustworthy, and professional to help with their retirement and estate planning needs.
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Certified August 30, 2026Yext Knowledge Graph
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