FREE LIVE ONLINE RETIREMENT PLANNING WORKSHOP THIS

Learn How to Maximize Your Retirement Income, Avoid Costly RMD Mistakes, and Protect Everything You've Built

Join and for a FREE live workshop this at and learn exactly how to protect your retirement income from costly RMD mistakes — in plain English, no financial jargon.

MEET THE PRESENT

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 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 and are hosting a completely free live workshop — 'Save Your Free Seat: RMD Retirement Virtual Workshop' — where he'll break down exactly how California families can maximize their retirement income, avoid costly RMD mistakes, and protect what they've built from unnecessary taxes.

Testimonials

★ ★ ★ ★ ★

This platform has completely transformed how we manage our marketing campaigns. The ease of use and powerful features have made a significant impact on our ROI.

Zara Bush
Marketing Director
★ ★ ★ ★ ★

The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.

Ashwin Santiago
CEO & Founder
★ ★ ★ ★ ★

The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.

Kaden Scott
Sales Manager
★ ★ ★ ★ ★

This platform has completely transformed how we manage our marketing campaigns. The ease of use and powerful features have made a significant impact on our ROI.

Zara Bush
Marketing Director
★ ★ ★ ★ ★

The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.

Ashwin Santiago
CEO & Founder
★ ★ ★ ★ ★

The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.

Kaden Scott
Sales Manager
★ ★ ★ ★ ★

This platform has completely transformed how we manage our marketing campaigns. The ease of use and powerful features have made a significant impact on our ROI.

Zara Bush
Marketing Director
★ ★ ★ ★ ★

The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.

Ashwin Santiago
CEO & Founder
★ ★ ★ ★ ★

The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.

Kaden Scott
Sales Manager

Copyright 2026 The Financial Architects. All rights reserved.

This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.

DMB SOTO INSURANCE SERVICES LLC

13890 Peyton Dr. #A Chino Hills, CA 91709

Phone: (909) 706-6455

Website: www.tfawealthplanning.com

This presentation is not intended and should not be construed as tax or legal advice. Please consult with an Enrolled Agent, CPA, or attorney before implementing any strategies discussed. All examples are hypothetical and for illustrative purposes only. Advisory Services offered through DMB Soto Insurance Services AKA The Financial Architects.