The Financial Architects Franchise

Detailed Information

Capital Required
$24,900 - $42,900

Liquid Capital
$50,000

Net Worth
$150,000

Financing Assistance
Available

Training and Support
Available

Initial Franchise Fee
$24,900

Average Sales Last Year
$1,000,000

CEO Name
Manuel R Soto

Company Owned Units
1

Existing Units
15

Capital Required $24,900 - $42,900

Liquid Capital $50,000

Net Worth $150,000

Financing Available

Training & Support Available

Initial Franchise Fee $24,900

Average Sales Last Year $1,000,000

CEO Name Manuel R Soto

Company Owned Units 1

Existing Units 15

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Overview

Own your own retirement planning and life insurance brokerage. Pandemic proof, No inventory, Low start up cost, high profits, residual income. Work from home with no impact to your income. Everyone you know will need your services. We specializes in empowering our clients by offering the most comprehensive financial advice in the industry, including life insurance, business insurance, 401k rollovers, and retirement planning to name a few.

Why Choose Us?

Franchising a proven business like The Financial Architects means you’re bypassing the common struggles of starting a business from scratch. The financial service industry is thriving, with projections showing that approximately $70 trillion of generational wealth will be transferred over the next 25 years. Moreover, life insurance is critical to ensure financial security for families who suffer from the loss of a member. Statistics show that over 38% of men and women will be diagnosed with cancer in their lifetime, making The Financial Architects the best concept to provide these crucial services to those in need. If you’re interested in franchising a TFA and go into business for yourself, not by yourself with The Financial Architects.

Ideal Candidate

It’s not mandatory for franchisees to have experience in the financial sector to operate their own Financial Architects franchise. Our training program was designed to bring you up to speed on all aspects of the business in no time! With only 38 hours of classroom and hands-on training, you’ll gain a deeper understanding of finances and our services, how to sell policies and retirement plans, and how to handle the backend aspects of the business. This includes how to staff your office location, bookkeep finances, and how to market your location to drive in more business. Our franchise support team will also assist you throughout the development of your TFA franchise!

History

Hello, my name is Manuel Soto, Founder & CEO of The Financial Architects. Since 2002, I’ve worked in the financial services sector and built a personal client base of over 1,600 personal clients. In 2011, I went to business for myself and launched The Financial Architects, based in Chino, CA. My concept specializes in empowering our clients by offering the most comprehensive financial advice in the industry, including life insurance, business insurance, 401k rollovers, and retirement planning to name a few. In 2020, I franchised TFA to expand through motivated individuals interested in running a business within the financial services industry.

Training And Support

We provide everything you need:

  • Ongoing Training for the lifetime of your business
  • Dedicated support teams for you to collaborate with for client presentations
  • Customized website, marketing leading CRM with client facing mobile app, back office training tools available 24/7
  • Top producer and business coach as your trainer and mentor
  • World-Class digital marketing firm to run your lead generation campaign
  • Willable business- with residuals
  • Daily, weekly, and monthly training calls
  • Live weekly zoom calls with advisors and marketing team
  • Live training events across the country available
  • Multiple marketing options and referral partner programs to expand your business available
  • Cutting edge services
  • Complete customized training and operations manual
  • 38 hour training upfront with our best active agents and mentors to give you everything you need to succeed
  • Become part of a large network of successful franchisees to share ideas and support each other’s growth
  • Fully inclusive production trips and vacations all over the world with top producers and carriers
Add to Request List Added to List

Get Free Information about this great opportunity!

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Detailed Information

Capital Required
$24,900 - $42,900

Liquid Capital
$50,000

Net Worth
$150,000

Financing Assistance
Available

Training and Support
Available

Initial Franchise Fee
$24,900

Average Sales Last Year
$1,000,000

CEO Name
Manuel R Soto

Company Owned Units
1

Existing Units
15

Capital Required $24,900 - $42,900

Liquid Capital $50,000

Net Worth $150,000

Financing Available

Training & Support Available

Initial Franchise Fee $24,900

Average Sales Last Year $1,000,000

CEO Name Manuel R Soto

Company Owned Units 1

Existing Units 15

 

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