Financial Architects - July 2020

Take a Break

A Chat With a Client Q&A With Tom Riley

Q. HOW DID YOU DISCOVER FINANCIAL ARCHITECTS? TELL US ABOUT YOUR RELATIONSHIP WITH US. A. I was first introduced to Financial Architects over 20 years ago when I became friends with Ken Grace, who impressed me as a man of integrity. We went to lunch one day, and he explained what he does for a living, so later my wife and I worked with him to lay out an integrated asset protection plan, a diversified investment strategy, and an estate plan. When our sons started college, our wealth management plan accommodated this expensive season of life without sacrificing risk.

Solution on Page 4

NO-CHURN S'MORES ICE CREAM

Chris Cousins soon became my Architect when our cash flow, and our risks, increased. We discussed how to manage any financial disruptions, and we’re glad we did. About three years ago, my job was unexpectedly eliminated. Ken and Chris helped us rearchitect our wealth management strategy and Chavez Vincent also became our Architect. He and Chris executed a seamless transition for us. Later, my wife and I went through The LifeMethod™ program with FAI and came out with a fresh, positive outlook on our lives. I even became a coach and have been working with The LifeMethod™ team ever since. Q. YOUR CAREER PATH AND LIFE TOOK AN INTERESTING TURN YEARS AGO. WHAT DID YOU DISCOVER ABOUT YOURSELF AND HOW HAS IT MADE YOU BETTER? A. I was three years shy of retiring and maintaining my standard of living when my job was eliminated. I interviewed with about 20 different companies and made the final cut a few times, but I was never chosen. Even though it was frustrating, I believed God was at work in my life. So, when I was introduced to The LifeMethod™, I felt God opened a door. The LifeMethod™ makes a real difference in people’s lives, and a bright future awaits if you look for opportunities instead of become a victim.

INGREDIENTS

• 14 oz sweetened condensed milk • 2 tsp vanilla extract • 10 graham crackers, crushed • 1 chocolate bar, chopped • 2 cups whipping cream, chilled

DIRECTIONS

1. In a large mixing bowl, combine sweetened condensed milk, vanilla extract, graham crackers, and chocolate.

Q. HOW DID YOU AND YOUR WIFE DEAL WITH THE PANDEMIC THIS SPRING?

2. In a separate bowl, use an electric mixer to beat whipping cream until peaks form, about 3 minutes.

A. We recently moved to Pennsylvania, so we’ve been settling in. Now we’re closer to my wife’s family, and we’ve even had social distancing picnics! We drive separately to a restaurant, order carryout, and then park in the lot and visit from our cars or sit apart in chairs while we eat. We’ve played virtual games with our grandchildren, and my wife and I decided to not watch the news nearly as much and avoid divisive conversation. We also planted a garden. I tell people if my survival is dependent on our garden, then I will see them in eternity! But having a garden is a new learning adventure … all good!

3. Fold whipping cream into the condensed milk mixture. Transfer ice cream to a freezer-safe container, cover, and freeze for at least 8 hours.

4. Serve and enjoy on a hot summer day. It’s especially delicious in a waffle cone!

Inspired by GrainChanger.com

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