Financial Foundations was founded with a mission to help our clients achieve personal freedom by making smart financial choices. We pride ourselves on our ability to offer guidance on more than investments and insurance. We are comprehensive wealth advisors, focusing on everything from coordinating and managing your retirement income to estate planning. Our client-first philosophy dictates that we develop a customized plan designed to pursue your objectives. Using a team approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality.
Professional Financial Services Help
Our well-trained team of specialists can meet all of our clients wealth management needs. Each team member has an area of expertise. We strive to keep up with the constantly changing financial and insurance industries through extensive continuing education programs. So, our clients can feel comfortable that all of their financial needs can be met by our organization.
Our mission is to help our clients meet life’s complex financial challenges. We resolve issues relating to:
•Accumulating wealth through asset allocation
•Business succession strategies
•Retirement income planning
•Life, long-term care, disability, and other insurance needs
• Setting up trusts, wills, charitable gifts, private foundations, andother areas related to estate planning
As independent financial professionals, we strive to develop, implement, and review a plan that targets clients’ needs and goals even when they change over time. At times the markets can be unstable; however, our service will never falter.
Our goal is to select the best products for our clients’ particular circumstances and to propose cost-effective, tax-efficient solutions.