Financial Architects - March 2019


An Innovative Culture How Financial Architects Adapts and Thrives

Family-Friendly Activities

As Turner mentions on this month’s cover, when he and Ken set out to create Financial Architects they wanted to build a company culture they could be proud of. They invested time and energy to not only recruit bright minds with an entrepreneurial spirit, but foster an environment of respect and integrity. Thirty- four years later, we can say this investment has made some incredible returns. Our team has developed into a diverse group of talented people who lend confidence to our organization as we navigate through a constantly changing environment. This confidence is invaluable — to build a firm that stands the test of time, you need flexibility and creativity. From our support to our advisory teams, we want innovators who can think outside the box. After all, innovation is what allows us to best serve our clients. Financial advising is not something you can afford to do by rote. If you do things the same way you did them five years ago, you’re preparing clients for yesterday’s market. From the complexities of the global economy to the constant stream of digital innovations, it’s more important than ever to be on the cutting edge and finding new solutions to today’s challenges. By fostering bright minds and being open to entrepreneurial ideas, our firm is able to stay ahead of the curve. Of course, one does not simply hire creative individuals and call that a culture. The entrepreneurial spirit needs to be harnessed and focused on a common goal. As former Stanford University professor and business author James C. Collins wrote in his book, “Built to Last,” “Every single employee in the company must adapt to a leader’s vision and become cohesive and non- fragmented to survive.” Striking that balance between flexibility and unity is how we’ve been able to evolve as a company. To pull off such a balancing act, a company needs universal values that guide the decisions made by individual team members toward a unified whole. At Financial Architects, we call these our core principles. Because they are so central to how we operate as a firm, and because they define our unique culture, we’ll be covering these nine core principles over the course of the next few editions. You can read up on the first three principles on the next page!

Celebrating St. Patrick’s Day doesn’t have to mean heading to the local Irish bar and drinking a large green beverage. If you’re not interested in going out this year and would prefer to do something at home with the family, here are a few ways everyone can celebrate. IRISH-THEMED FOOD What better way to get festive than by making some St. Patrick’s Day-themed dishes? You can make rainbow cupcakes, green cookies, St. Patrick’s Day popcorn, or — for a more traditional dish — Irish soda bread. You can also cook up an array of greens for dinner on March 17, which could include Brussels sprouts, spinach, cucumbers, green beans, peas, or asparagus. A MISCHIEVOUS LEPRECHAUN To treat your kids to a fun game, leave green footprints around the house and participate in impish tricks! Empty a tissue box, hide the remote, swap out regular light bulbs with green ones, or draw rainbows on the windows. You’re only limited by your imagination. EXPLORING IRISH CULTURE Another way to celebrate St. Patrick’s Day with your family is to sit down and read about Irish culture with your kids. Learn where the legend of the leprechaun came from or read other stories from Irish folklore. You can also watch videos of Irish dance performances and encourage the kids to make their own. There’s also fascinating history on St. Patrick and why he became the patron of the holiday that your family members can research together. If you have Irish roots, tell your kids about your heritage. WATCH IRISH MOVIES For a relaxing activity, settle down in front of the TV for a movie night filled with films related to Irish culture. Try “The Magical Legend of the Leprechauns,” “Song of the Sea,” “The Luck of the Irish,” or “The Secret of Kells.” MAKE AN IMPACT Teach your kids how to be “greener” this month by doing more for the environment. Discuss ways to save energy and water in the home, and talk about the importance of taking a break from electronics and enjoying the outdoors.

The information contained in this newsletter is derived from sources believed to be accurate. You should discuss any legal, tax, or financial matters with the appropriate professional. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Registered Representatives offer Securities through The O.N. Equity Sales Company, Member FINRA/SIPC ( and Investment Advisory Services offered through O.N. Investment Management Company and FAI Advisors, Inc. Financial Architects, Inc. and FAI Advisors, Inc. are not subsidiaries or affiliates of The O.N. Equity Sales Company or O.N. Investment Management Company. We have representatives currently registered in the following states: AL, AZ, CA, CO, DC, FL, GA, IL, IN, LA, MD, ME, MI, MN, MS, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA, and WI. 2

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