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Portfolio Architect “Fresh Start” Investment Plans

Investing can be the scariest most confusing thing you’ll ever do.  Hire the wrong financial advisor or buy the wrong stuff and you could lose everything. The fact is no one cares more about your money than you do!

If You Want A Simple, Effective, Low-Cost & Custom Designed Investment Plan Without Giving Up Control…

Let us take the fear out of investing by making it simple!  We create custom tailored mutual fund and ETF investment plans that you manage.

These aren’t just some “cookie cutter” investment plans either!  They’re custom, low cost “top-quality” investment plans that are designed for you to reflect your personal investment needs and goals.

Put the best of Wall Street to work for you today!

Morningstar Asset Allocation Models

FinaMetrica Risk Tolerance

Fi360 Fiduciary Investment Analysis

Asset allocation models are based on Morningstar portfolio models, the size of your account(s) and your FinaMetrica risk tolerance profile We customize each portfolio based on your risk tolerance which is completed through FinaMetrica Each mutual fund and ETF investment is scrubbed over an 11 step process created by Fi360

 

We pull the best of Wall Street together for you! We use Fi360 to select ultra low cost mutual funds and ETF’s. Then we match your risk profile with the appropriate Morningstar asset allocation models and create a quick cheat sheet to make investing simple for you! Great mutual funds and ETF’s with world-class asset allocation models make investing effective and low-cost without giving up control!

Don’t Take Our Word For It, Take A Sneak Peak!

Fi360 Fiduciary Ranking Methodology

Fi360 Fiduciary Ranking Methodology Fi360 Fiduciary Ranking Methodology
Our Fi360 Fiduciary Mutual Fund & ETF Screening System Is Used By Many Of The Worlds Largest Institutions Your Custom Risk Profile by Finametrica Creates A Scientifically Validated Asset Allocation Plan Your Custom Portfolio Includes Specific Mutual Funds & ETF Recommendations

For a real world case study of Portfolio Architect, click here.


We Want To Help You Become Your Own Investment Expert.

We don’t just teach you to fish, we take you to our secret fishing holes, bait the hook and cast the line – because we work for you… NOT Wall Street!

Greg Phelps, CFP, AIF, CLU, AAMS
I’m a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®. I’ve been helping clients invest successfully for over 18 years and I created Portfolio Architect to help you achieve your investment goals. Let us create your custom investment plan today!
Greg Phelps, CFP®, CLU®, AIF®, AAMS®

Backed By A 100% Satisfaction Guarantee!


The fact is your new investment plan is going to make investing so simple and easy for you that I guarantee you’ll feel like an investment expert!  If for any reason you don’t, tell us where we could have improved and we’ll refund your fee… It’s that simple!

Stop missing the markets, stop sitting on the sidelines, stop hemorrhaging cash from bad investments and poor advice, and stop making your broker’s Lexus payment!

You have a 100% Client Satisfaction Guarantee backing your new investment plan.  If you don’t like it you don’t pay… PERIOD!  If you have any interest at all in seeing what we can do for you, click the Get Started button, you have nothing to lose!


No One Plans To Fail, But Many Fail To Plan!

Get Started Today for Only $49