Since 2015, The Financial Architects has been Southern California’s best solution for all financial services. From retirement planning to 401k rollovers to securing the industry’s best life insurance policies, TFA offers a comprehensive list of a variety of financial consulting services. With over 12 locations, founder and CEO Manuel Soto franchised his business to expand his brand through motivated individuals interested in owning a business within the financial service sector!

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    Opportunity

    Securing optimal life insurance policies is crucial to assure financial security for families who have suffered a loss. With projections that over 38% of men and women will be diagnosed with cancer in their lifetime, franchising a TFA is highly recommended if you’re passionate about providing these critical services to members of your community. Moreover, the life insurance and annuities industry in the U.S. garners a combined revenue of $855 billion. About $70 trillion of wealth is projected to switch hands over the next 25 years, providing ample opportunity for you as a franchisee to provide TFA services to people who seek them.

    Offerings

    Entrepreneurs have two franchise opportunities to choose from: a home-based model or a brick and mortar model, with two franchise development available. The first is the opportunity to own a single unit franchise which allows you to operate your own TFA in a protected territory of your choice. The second option is our Area Development Franchise, offering you the opportunity to lock down a larger territory and build a series of TFA locations/territories at your own pace. Both deals are economically priced to maximize your opportunity to become a business owner, and our potential to become a nationally recognized brand. 

    Training

    Potential franchisees are recommended to have experience as insurance brokers or financial specialists. For those that don’t, the franchise investment includes a thorough training program that includes 38 hours of classroom training. Upon completion, franchisees will have a deeper understanding of the financial services we provide, how to staff your team, handle administrative duties, and market your location to drive in more business. Our franchise support team will also provide ample guidance throughout your franchise development and ongoing operations.

    Disclaimer

    This website and the information contained herein does not constitute the offer or sale of a franchise. There are certain states that require the registration of a FDD before the franchisor can advertise or offer the franchise in that state. This franchise may not be registered in all registration states and may not offer franchises to residents of those states or to persons wishing to locate a franchise in those states until compliance guidelines are met. The offer and sale of a franchise can only be made through the delivery and receipt of a Franchise Disclosure Document (FDD).

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