Our Blog

Time to Review Your Variable Annuity

Your Variable Annuity should be reviewed regularly and especially before you make any big changes. Variable Annuity Complexities Whether you’re…

August 4

Wanted Financial Planner Intern

Wanted Financial Planner Intern For the last five years, I have been teaching Personal Finance at the Bauer College of Business at…

July 5

Archetype Client Portal

We wanted to let you know about your new and improved Client Portal. This little “Client Login” feature at the…

June 14

Introducing Our Signature Service

Free Family Financial Blueprint We created this short video to highlight our signature service: Archetype’s Free Family Financial Blueprint. Healthy people go…

June 4

7 Step Planning Workflow

The Archetype Blueprint is our proprietary process for creating an extraordinary experience for every individual, family, and business owner we…

May 27

Houston Archetype Wealth Partners Day One

Houston Houston has the largest population of any city in Texas. Our economy has a broad industrial base in energy, manufacturing,…

April 30

blueprint

blue·print noun: blueprint; plural noun: blueprints something resembling a blueprint (as in serving as a model or providing guidance); especially :…

April 25

Day One

ar·che·type noun: archetype the original pattern or model from which all things of the same kind are copied or on which…

April 25

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