Archetype Financial Blueprint®

The Archetype Financial Blueprint^® is designed to establish the industry standard for an objective financial plan. We believe a higher level of objectivity can be reached by gaining an in-depth understanding of your situation, by having a third party prepare your financial plan, and by having Archetype select investments based on the guidance provided in the plan. As the cornerstone of your financial security, the Archetype Financial Blueprint™ is built to reflect your goals, objectives, needs, and aspirations. It is also built to provide an exacting blueprint for determining investment strategies and implementing them based on an in-depth understanding of your finances and your big picture. An independent Archetype advisor conducts in-depth interviews with you to gain perspective on your assets as well as your aspirations. Then analyzes and evaluates your situation and prepares a comprehensive financial plan based on your stated goals, objectives, and lifestyle. Archetype then executes the plan in your best interest. To ensure continued relevance, Archetype revisits your plan periodically to reflect your changing objectives and the evolving marketplace and may ask to update the plan as necessary.