Questions, answered straight
What is The Wealth Architecture Review?
It is our complimentary discovery and education process. We review where you stand, identify gaps, and teach you your options. There is no obligation to buy anything.
Do you lead with products?
No. We lead with your goals and your gaps. Strategies and products are discussed only after you understand the problem they would solve.
Do you provide tax or legal advice?
No. We provide financial education and insurance based strategies, and we collaborate with your CPA and attorney where a plan calls for their expertise.
What happens at the first meeting?
We listen first. You will leave with a clearer picture of where you stand and what your next step could be, whether or not we ever work together.
What does the Wealth Architecture Review cost?
The review is complimentary. If we later agree on strategies to implement, any costs or charges tied to those products will be disclosed in writing before you commit.
Where are you located?
Our office is in Farmington Hills, Michigan, and we meet clients in person and by video across the states we serve.
How do I get started?
Book your Wealth Architecture Review using the button on this site, call (248) 670 9249, or email abhi.paul@urwealthguru.com.
