Financial Architects - August 2019

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go further and faster than I can now. Indeed, over the past three years, I’ve learned a lot from both of them. I cannot wait to see what they can do now that they’re steering the ship. What won’t change is the original vision of this company. Empowering Financial Freedom has been the bedrock that supports this firm since its founding in 1985. Both Chris and Pat share my conviction regarding the importance of running a values-driven firm that puts the needs of the client first. So, while the routes we use and the speed at which we travel may be shifting, the destination remains the same. You have my word on that. Ironically, I’m in no great hurry to retire. I love what I do. Every day for the past 40-plus years, I’ve been able to wake up and look forward to engaging in the lives of our clients and our team at FAI. For my personal clients, many of you have been meeting with Nick Sanchez over the past few years, so we may deliver continuity of value to you. Nick and I work closely to make sure we empower you toward your potential. I’m not moving out; I’m simply moving over. So I’m acting on what I’ve advised countless clients in similar situations to do: Retire to a different role. For the next three years, I’ll be a consultant to Financial Architects, there to help Chris and Pat with those “What do we do about this?” questions. I couldn’t be prouder to find myself working for the men I’ve watched become leaders these past few decades. Turner and I never would have imagined this little firm would become the success it is today. The people we advise are well beyond needing the bare-bones financial advice you’ll find on TV talk shows. Our best clients are already doing well with their lifestyle and money before we meet. To bring real value to them, we have to earn, nurture, and grow trust. The fact that so many of these incredible individuals have given us their votes of confidence over the years is deeply humbling. And, of course, I want to close by saying I couldn’t be prouder of the team we’ve built. The talent we’ve been able to attract over the years takes my breath away. In an industry with high turnover rates, we’ve managed to remain a workplace worth sticking around for. Pat said it best in a recent staff meeting, explaining how he had plenty of offers from other companies over the past 30 years: “I would never consider leaving,” he said, “because of the culture.” Hearing those words, I knew I’d succeeded in making Financial Architects a success.

DOG MOVIES FOR DOG DAYS Beat the Heat With a Canine Movie Marathon

We’re well into the dog days of summer, the hottest, most humid days of the year. These weeks have nothing to do with real dogs; they were nicknamed after the “dog star” Sirius by the Greeks to reflect the hottest time of the year following the star’s heliacal rise. Still, it’s a pretty good excuse to escape the heat with a dog movie marathon. Here are the films we recommend. ‘AIR BUD’ Most people remember “Air Bud” for the wild loophole, “Ain’t no rule says a dog can’t play basketball,” but this movie is about much more than a dog playing ball. After the death of his father, 12-year- old Josh Framm feels depressed and distant from his family. Enter a stray golden retriever named Buddy, who teaches Josh how to open his heart again. The two bond and learn lessons in overcoming loss, fighting for what you love, and, yes, playing basketball. “Air Bud” spawned a number of sequels and spin-off movies, but this first film is a true classic. ‘LADY AND THE TRAMP’ “Lady and the Tramp” is the classic story of two dogs who come from different worlds: the refined, loyal Lady and the rogue with a heart of gold, Tramp. This movie has music, laughs, and a spaghetti scene that rivals the balcony monologues from “Romeo and Juliet.” One of the few animated Disney classics about animals that won’t have you in tears, this is a movie the whole family can enjoy together. ‘HOMEWARD BOUND: THE INCREDIBLE JOURNEY’ Looking for a bit more action in your animal movies? “Homeward Bound: The Incredible Journey” delivers! After three beloved pets are left behind when their family goes on vacation, they trek across the Sierra Nevada wilderness to be reunited with the humans they love. Their adventure has thrills, close calls, and a heartwarming ending that will make you want to hug your pets close. When it’s too hot to go outside, make some popcorn and enjoy these great movies with your family. Don’t worry, none of the dogs die at the end.

Thanks for an incredible journey,

–Ken Grace

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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