Michael Wallin

LifeArcPlan

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 Effectively Experience 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 standards Why not give yourself the advantage and enhance your standards? Become a Subscribing Member of the LifeArcPlan™ Family! Visit us at https://lifearcplan.com/