ABOUT TODD
I often will tell people that I have had two careers in the financial professional world.
My first three years, which was just transactional in nature, and trying to sell as many products as I could. And then since 2004 doing what I love! I was very fortunate after I graduated from Wartburg College in 2003 to hit the ground running with Financial Architects.
Starting in 2004 with Financial Architects I was blessed with a great mentor who had taught me early on it is not about a product. He would say often “if there was a magical financial product out there that made everyone wealthy, we would all own it!”
It did not take me long to fall in love with the powerful financial principles we were teaching on money decisions. I soon began asking everyone I encountered “If what you thought to be true turned out not to be, how soon would you want to know?”
My passion lies in helping people not fall into the pitfalls of ‘Traditional Financial Services’! I love working with young professionals and business owners, not only in Iowa but all throughout the country.
In my personal time, I enjoy being with my wife Candice and typically watching my two kids, Joe and Avery, in their activities.
I grew up a son of a coach, so many times you might catch me helping coach their activities, as it is in my blood.
If I have any free time (when the weather permits) you would probably find me on a golf course.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian CA insurance license #0G79870.
ABOUT TODD
I often will tell people that I have had two careers in the financial professional world.
My first three years, which was just transactional in nature, and trying to sell as many products as I could. And then since 2004 doing what I love! I was very fortunate after I graduated from Wartburg College in 2003 to hit the ground running with Financial Architects.
Starting in 2004 with Financial Architects I was blessed with a great mentor who had taught me early on it is not about a product. He would say often “if there was a magical financial product out there that made everyone wealthy, we would all own it!”
It did not take me long to fall in love with the powerful financial principles we were teaching on money decisions. I soon began asking everyone I encountered “If what you thought to be true turned out not to be, how soon would you want to know?”
My passion lies with helping people to not fall into the pitfalls of ‘Traditional Financial Planning’! I love working with young professionals and business owners not only in Iowa, but all throughout the country.
In my personal time, I enjoy being with my wife Candice and typically watching my two kids, Joe and Avery, in their activities.
I grew up a son of a coach, so many times you might catch me helping coach their activities, as it is in my blood.
I also help coach high school football at Aplington-Parkersburg. If I have any free time (when the weather permits) you would probably find me on a golf course.
Registered Representative of Park Avenue Securities and Financial Representative of Guardian CA insurance license #0G79870.
MEET Raegan
Behind every good financial professional is a good assistant and for Todd, that assistant is Raegan Schultz.
Raegan started working at Financial Architects in September of 2012 when her daughter started Kindergarten. With her in school and a toddler at home at the time, Raegan was looking for a family-friendly place to work, and working with Todd has been a great fit over the years.
Raegan graduated from Albia Community High School and the University of Northern Iowa with a major in Communications. She has had her Iowa Life, Health & Accident Insurance License since September of 2004.
Raegan and her husband, Cam, live in Parkersburg with their two children, Quinnlyn and Harrison, and two dogs, LuLu (a Boston Terrier) and Ollie (a French Bulldog). They enjoy watching their kids play sports, are avid Kansas City Chiefs fans, and their favorite vacation spot is Scottsdale, Arizona.
Stop into the office and say hi to Raegan!
TODD'S PROCESS
Before you get in your car to drive, you decide where you want to go. The same principle applies to your financial journey. Together we will take your goals and customize a strategy to get you there.
START WITH THE END IN MIND
To start we will discuss your current financial situation including your goals and priorities. Together we will take the mystery out of your financial future and guide you to the financial future you've been striving for.
OWN WHAT
YOU WANT
Now that we know where you want to end up, we shift our focus to creating financial strategies that allow you to get to your preferred destination – while reducing risks, taxes, and costs. In our conversation, strategies override financial products.
GOALS BECOME REALITY
As we strive towards creating your desired financial future, we will work to make sure that the strategy works under all circumstances. A great long term strategy isn’t ‘set it and forget it’, we review your financial picture annually ensuring we continue to move towards your goals.
ABOUT FINANCIAL ARCHITECTS
Financial Architects is a Privately Owned Wealth Management Firm committed to providing innovative solutions and strategies to individuals, families, and business owners. Started in 1995, it has grown beyond its Des Moines roots to across Iowa with offices also in Omaha, Cedar Falls, Pella, and Algona.
At Financial Architects, Inc. our mission is to provide the systems to help clients redesign their financial blueprint and manage money flow on an integrated, coordinated, and verifiable basis while offering financial strategies that provide the highest degree of efficiency, organization, and control. The end result is that we help those we walk with develop strategies that enable them to achieve happy and successful financial lives.
The financial services industry is increasingly commoditized and products are obtainable anywhere. We provide real value to our clients by being process-first and delivering a financial strategy first that is accompanied by financial products, not the other way around.
6912 University Ave., Suite 1, Cedar Falls, Iowa 50613
319-266-9500 | [email protected]
LET’S TALK.
Let’s have a conversation – in person, on phone, or web meeting. Contact us today to start your journey to financial peace of mind.