Brand Certified
Financial & Tax Architects
5.0(1 review)
Certified by Financial & Tax Architects • Aug 30, 2026
Business Details
6860 Dallas Parkway, Plano, TX
75024, United States
Certified by Financial & Tax Architects • Aug 30, 2026
(972) 833-6326
Certified by Financial & Tax Architects • Aug 30, 2026
https://fta-ria.com/?&utm_source=extnet&utm_medium=yext&utm_campaign=gbp_fta_plano&utm_content=gbp
Certified by Financial & Tax Architects • Aug 30, 2026
About
Certified by Financial & Tax Architects • Aug 30, 2026
Financial PlannerInvestment ServiceFinancial Consultant
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
Hours
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
5.0
1 review
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1
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1 star0
- ABalberto biltonAug 10, 20265.0I want to thank Joe Goh and Mike Fabrikant from the above company for winning over my business. The financial, estate and projected income steam planning crystalized my income expectations from hoping to knowing. Yes, we are implying a Roth conversion process to minimize RMDs and taxes in the future. This turnkey planning process fits my needs and best of all we can always discuss possible changes. Death is coming we all need to get our house in order, next is the Trust.
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Certified August 30, 2026Yext Knowledge Graph
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