FREE LIVE online ESTATE PLANNING WORKSHOP THIS THURSDAY 6PM PST
FREE live online ESTATE PLANNING WORKSHOP THIS THURSDAY 6PM PST
Learn How to Protect Your Home, Avoid Probate Court, and Make Sure Everything You've Built Goes to Your Family
Join Manny Soto for a FREE live workshop this Thursday at 6PM PST and learn exactly how a Living Trust protects your family — in plain English, no legal jargon.
MEET THE presenter
MANNY SOTO
Manny Soto is the CEO & Owner of The Financial Architects — a wealth planning firm with 31 locations, 320+ representatives, and over 300 years of combined experience helping California families protect what they've built.
For over 24 years Manny has helped hundreds of families avoid the costly mistakes that come with poor estate planning — probate court, frozen assets, legal battles, and unnecessary taxes that drain the wealth families spent a lifetime building.
He is also the author of "I Can't Be Bought" and the founder of TFA Wealth Management, an SEC registered Investment Advisor.
This Thursday Manny is hosting a completely free live workshop — "A Living Trust Is a Must" — where he'll break down exactly how California homeowners can protect their home, their assets, and their legacy without the courts getting involved.
Testimonials
The financial architects are great at what they do and most very informative. Manny and his team explained the difference in life insurance and expanded how it works. They also mentioned other services they provide like living trust which we did need since my wife and I own multiple properties. Your one stop shop that everyone needs.
20 STARS!! I've known Manny for 9 years now and have only done life insurance in the past (no big deal) but my dad went into Wells Fargo to rollover his 401k and was uncertain of the rep he was speaking to (he was offered a MetLife Variable annuity) I had NO IDEA about what that was and didn't know TFA and Manny did 401k rollovers ... I called and eventually found out that my dad had MANY OPTIONS and ended up going thru The Financial Architects because 1. He wasn't pushy 2. He had options 3. "A" Rated companies 4. He knew his stuff and explained thoroughly 5. I TRUSTED HIM I have since then (6 months ago) referred TFA to more than 4 people and am having them sponsor my son's basketball team .. THANK U TFA!!! Oh, and he paid for my family's LIVING TRUST for us!! Who does that?!!!
TFA offers a great variety of products that can help families with building wealth and protect their hard earned assets. I've recommended them to clients for setting up trusts to avoid probate. I've also recommended them for life insurance to take advantage of tax shelter benefits from whole life insurance policies and annuities. They are great at contacting my clients and keeping me in the loop while they do their best to help my clients with their comprehensive investments portfolios. They also put on amazing events and classes to engage and educate people on the services that they offer. Brooke and Manny are great partners for my real estate team and I thank them sincerely for all the value they provide to my clients and friends
Long overdue review!!! I am forever grateful to Manny Soto and The Financial Architects Team! Years ago I met Manny when I saw him speak at a motivational & educational event. I had been searching to learn how to properly set myself up for retirement and how to protect my son. All the singles moms out there know this is our mission in life to protect our babies. I truly think it was divine intervention that I met Manny that day. He has forever changed my life and given me my sense of security back. Trust me when I tell you having your own coverage is very important and not coverage only through an employer. Also a policy with living benefits like Manny provided for me and my son is so important so you never have to go through anything with out coverage. Did you even know there is life insurance that can pay you to get better from a chronic or critical illness and you don't have to die to use it? Contact them today. It's so cost effective to properly protect you, your family, and your legacy. Ditch your Venti order a grande and get yourself covered with The Financial Architects Today!
Manny and his team are so welcoming and down to earth. I was very new to the space of life insurance etc and his team took me by the hand, explained everything to me and made it make sense. So happy to have them on my side, I know I can go to them at any point with questions or concerns. I HIGHLY recommend TFA!!!!
Great assistance on 401K rollover and Annuity partial withdraw (if you don't withdraw when your are 73, then IRS automatically takes half) Life Insurance on 2 of my granddaughters! Everyone involved was attentive and followed up to make sure I was satisfied! Highly Recommended .
I love the financial architects! They help people so much! I've known the broker Manny Soto over two decades. He's bringing knowledge from every background to this Chino Hills office. Manny has helped me with every financial question I've had.
My husband and I have been Mr Soto's Clifford almost 20 years, primarily for life insurance and financial advise. He is knowledgeable, reliable and friendly and always available to answer questions. He has an outstanding team of experts working with him. Highly recommend it.
Manuel Soto has been my advisor for 15 years. He helped me set up both my wife and I's term insurance policies as well as both of our IUL's. He has been nothing short of amazing and I have recommended him to so many friends and colleagues. Thank you to the Financial Architects!
