Independent financial advisors helping individuals with retirement planning, registered investment advisor services, annuity sales, life insurance, mortgages and other financial planning.


Kurtis Barnett has been passionate about sharing strategies to make and manage money ever since he ordered a financial course at the age of 12 in Fort Dodge, IA. With a marketing degree from the University of Northern Iowa, he moved to Orange County, CA. He began a relentless career search for a financial services firm that allowed him to help everyone ... but most firms catered to only the wealthiest 3% of the population. He hoped to instruct middle income people -- those most needing his help -- in financial planning. Failing to find such a firm, he went to work instead in real estate finance.   Eventually, he and two colleagues formed The Financial Architects (TFA), a full-service firm to teach middle income people the tips and tricks to finally win at the money game. The rules of the “money game,” which dominate America’s financial history, are a mystery to most of the middle class ... How can anyone play, let alone win, a game without knowing the rules?  Kurtis has also been asked to be a speaker for the non-profit bureau, The Society of Financial Awareness (SOFA).  TFA & SOFA are dedicated to providing financial literacy regardless of your net worth or income. Kurtis is the proud son of Dean & Jean Barnett, and has two sisters, Kayla & Karen.  All who still live in Iowa, where Kurtis visits them many times per year.