Disclosures:
Licensed to sell Life insurance in the following state(s): TX
Licensed to sell Health insurance in the following state(s): TX
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Investment advisory services offered through Financial & Tax Architects, LLC, (“FTA”) registered investment adviser. Insurance and annuity products offered through insurance agency product partners of FTA's affiliated insurance field marketing organization, AdvisorMax, LLC. This email and any attachments may be confidential and are intended only for the addressee(s). If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or the taking of any action in reliance on the contents of this e‑mail is strictly prohibited. If you have received the e‑mail in error, please immediately notify us at 314.858.1122 and then delete this message from your system.
The USA Today ranking was given on April 28, 2025 and was created and tabulated by USA Today and Statista. The ranking was formulated based on a combination of: (1) survey results for the period of November 2024 through January 2025, (2) an investment adviser's long-term growth in assets under management for the period of January 2020 through January 2025, and (3) an investment adviser's short-term asset growth for the period January 2024 through January 2025. Although FTA has paid USA Today for a license to use the ranking in FTA materials, FTA did not pay any compensation to obtain the ranking, and the survey portion of the ranking prohibited self-promotion by advisers.
