The Financial Architects - Orange County

Orange, CA Financial Services
(714) 919-4248
(714) 919-4248
500 N State College Blvd Ste 1100, Orange, CA 92868

500 N State College Blvd Ste 1100, Orange, CA 92868

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Photo of The Financial Architects - Orange County
Photo of The Financial Architects - Orange County
Photo of The Financial Architects - Orange County
Photo of The Financial Architects - Orange County
Photo of The Financial Architects - Orange County
Photo of The Financial Architects - Orange County
Photo of The Financial Architects - Orange County
Photo of The Financial Architects - Orange County

About the Business

We are open during COVID-19 stay at home order and will be happy to setup a free zoom consultation. Contact us to schedule an appointment at 714-851-7274.

We specialize in:

1. 401K/403b/IRA rollovers protecting from risk and fees: 3%-10% matching bonus to owners

2. Income protection with living benefits

3. Tax-Reduction Planning (personal and business)

4. SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement Plan

5. Personal Pension Plans/Guaranteed lifetime income

6. Estate Planning & Legacy Preservation (personal and business)

7. Life Insurance: Term Life (cheapest cost) & permanent life with cash value

8. Long Term Care & Living Benefits & Disability Income Plan

9. Tax-Free College Funding Plan

If you need answers to your questions, you have come to the right place.

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Publisher Info

  • TFA was established in 2010 in order to offer a wide range of A/A+ ratings products and financial services to meet each respective clients needs.
  • (714) 919-4248
  • 500 N State College Blvd Ste 1100, Orange, CA 92868
  • Visit Website

Opening Time

  • Mon
    9:00 AM - 5:00 PM
  • Tue
    9:00 AM - 5:00 PM
  • Wed
    9:00 AM - 5:00 PM
  • Thu
    9:00 AM - 5:00 PM
  • Fri
    9:00 AM - 5:00 PM
  • Sat
    9:00 AM - 5:00 PM
  • Sun
    Closed
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