Chavez Vincent, Mba, Ricp® Email and Phone Number
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Chavez Vincent, Mba, Ricp® personal email
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My passion for helping clients stems from what I witnessed in my father's experience. He instilled the values of ethics, hard work, and doing the right thing. While he provided a comfortable life for our family, he lacked a tailored financial plan, leading to hardship during the 2008 financial crisis. This blind spot in his finances motivated me to ensure that my clients avoid similar pitfalls and are better prepared for economic uncertainty.As a Financial Planner with Financial Architects, I specialize in helping senior-level professionals plan for the uncertainty of industry disruptions, clarify the multiple options available, and empower them to reach their personal financial goals with our proprietary financial architecture process.Common blind spots I help with: ❌Relying on judgment to determine if you can retire – there is too much at stake for your family to navigate pensions, social security, medicare, and retirement accounts, to name a few.❌Dealing with the complexity of these money decisions without a trusted professional – you don't have the time to stay on top of the ever-constant tax and law changes.❌Taking unnecessary risks with assets and income that could cost you and your family significant financial and emotional loss.Our Financial Architecture process will stress test for blind spots such as:✔️Market Risk ✔️Tax law changes✔️Social Security law changes✔️Underestimating Longevity✔️Rising inflation✔️Healthcare risk✔️Ignoring Estate Planning✔️Pension Claiming StrategiesWe help create your personalized dashboard to measure progress so you can sleep better at night.I want to show you how we do this for our clients nationwide so that you can be on your way to a life of freedom, independent from the industry's instability.Let's book a no-obligations 15-minute call to find out if it's an excellent fit:Book a Discovery Call here: https://calendly.com/free-consult01/discovery-callOr you can drop me a message here on LinkedIn or use the info below to get in touch:☏ 248-482-3600✉ cvincent@financialarch.comClick here to visit my website: www.financialarch.comFinancial Planning | Investments | Risk PlanningInvestment Advisory Services offered through FAI Advisors, Inc., a Registered Investment Advisor.”
Financial Architects, Inc.
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Financial PlannerFinancial Architects, Inc. Jun 2016 - PresentFarmington Hills, Mi➤The Financial Architecture Experience™:As a result of the work we do, our clients are empowered with a lifelong framework for making the most efficient and effective financial decisions. Our goal is to help them achieve maximum results while minimizing risks.➤ HOW WE DO IT WITH THE FINANCIAL ARCHITECTURE PROCESS:Working closely with myself as a Financial Architect™, my clients will experience interactive and engaging discussions designed to identify their current financial condition across three spectrums. – protection, savings assets, and growth assets. In the introduction to The Financial Architecture Experience™, economic concepts and principles are introduced to lay the groundwork for future meetings and discussions leading to your financial empowerment.We help you:✔ Plan with the future in mind… yours. But we also account for today, developing a strategic road map for your unique tomorrow with the understanding that any program we design must perform better today, tomorrow, and at retirement.✔ Regardless of any product we offer, or any individual’s unique path, our strategies are custom-engineered to help build wealth and minimize risk✔Allowing you to maintain your existing lifestyle. We work closely with each client to provide a blueprint for life planning, based on precision, verifiable metrics and deep-rooted principles.➤ WHAT MAKES US DIFFERENT:As a result of the work we do, our clients are empowered with a lifelong framework for making the most efficient and effective financial decisions. Our goal is to help them achieve maximum results while minimizing risks.✔ Want To Learn More?:☏ 248-482-3600✉ cvincent@financialarch.comClick here to visit my website: www.financialarch.comFinancial Planning | Investments | Risk Planning“Investment Advisory Services offered through FAI Advisors, Inc., a Registered Investment Advisor.” -
Membership ChairToastmasters International Sep 2018 - Sep 2021Noon Novi -
Financial ConsultantTruven Health Analytics May 2012 - May 2016
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Hr Business PartnerThomson Reuters May 2010 - May 2012 -
Human Resources ManagerThe Home Depot Nov 2007 - Apr 2010 -
Operations ManagerFeblo International Jul 2000 - Nov 2007
Chavez Vincent, Mba, Ricp® Skills
Chavez Vincent, Mba, Ricp® Education Details
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Income Planning -
Finance -
Business Administration And Management, General -
Accounting
Frequently Asked Questions about Chavez Vincent, Mba, Ricp®
What company does Chavez Vincent, Mba, Ricp® work for?
Chavez Vincent, Mba, Ricp® works for Financial Architects, Inc.
What is Chavez Vincent, Mba, Ricp®'s role at the current company?
Chavez Vincent, Mba, Ricp®'s current role is Financial Planner | Empowering Senior-Level Professionals to Achieve Financial Freedom by Identifying Blind Spots and Stress Testing all Possible Outcomes.
What is Chavez Vincent, Mba, Ricp®'s email address?
Chavez Vincent, Mba, Ricp®'s email address is cc****@****ast.net
What is Chavez Vincent, Mba, Ricp®'s direct phone number?
Chavez Vincent, Mba, Ricp®'s direct phone number is +124848*****
What schools did Chavez Vincent, Mba, Ricp® attend?
Chavez Vincent, Mba, Ricp® attended The American College Of Financial Services, Wayne State University, Wayne State University, Henry Ford College.
What skills is Chavez Vincent, Mba, Ricp® known for?
Chavez Vincent, Mba, Ricp® has skills like Financial Planning, Retirement Planning, 401k Rollovers, Business Planning, Financial Consulting, Wealth Management, College Education Planning.
Who are Chavez Vincent, Mba, Ricp®'s colleagues?
Chavez Vincent, Mba, Ricp®'s colleagues are Christopher Besonen, Cltc®, Rhonda Van Soelen, Felicia Laabs, Stacy Grzelak, Jan Winters, Rhonda Van Soelen, Christopher Cousins.
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