Michael Wallin's Contact Details

Michael Wallin's Company Details

Financial Architects & Consultants

Franklin, TN, US • 5 - 9 Employees
Financial Services

Financial Architects & Consultants™ is a Financial Technology firm that develops proprietary systems for the Financial Services community.By leveraging automation, software integrations, and proprietary technology, financial advisers can now automate their client information- gathering and financial planning process much more effectively! Realizing there was a more efficient and compliant way to manage a successful financial planning practice, Financial Architects & Consultants™ created the LifeArcPlan™ Information System to elevate financial advisory practice management to new heights. Our founding members are multi-disciplinary professionals which include Estate Planning Attorneys, Certified Public Accountants (CPA), Certified Financial Planner™ (CFPⓇ) Professionals, Chartered Life Underwriters (CLUⓇ) and Certified Fund Specialists (CFSⓇ). - Increase Client Engagement- Exceed Regulatory Requirements- Optimize your Time more EffectivelyExperience LifeArcPlan™...• Develop a Sustainable Competitive Advantage while Maximizing Profitability!• Solid, defensible approach to your Best Interests concerns• Add a Systematized Planning Process System• We provide financial organizations with a system to ATTRACT, RETAIN, and SERVICE top-quality advisers.Changing Industry Landscape...Financial institutions, as well as financial professionals, are experiencing unprecedented industry changes:• Fiduciary level responsibility to consumers• Multi-disciplinary solutions• Increased operational costs to meet regulatory standardsWhy not give yourself the advantage and enhance your standards? Become a Subscribing Member of the LifeArcPlan™ Family!Visit us at https://lifearcplan.com/