Build Your Blueprint for Success
Whether you are just starting out, have a well-established financial foundation, or are ready to craft a financial plan for your business, we believe proper planning requires an integrated approach to address all your needs.
Wealth Management
Accumulate, manage, and distribute your wealth.
Accumulate: Whether you’re investing for retirement, college, or another objective, we’ll create a customized portfolio to fit your situation.
Manage: Through careful analysis of projected returns, income streams, and taxable consequences, we’ll help determine which assets to utilize, and when to do so.
Distribute: Plan for the smooth transition of your wealth to the next generation, or to charities, according to your wishes.
Retirement Planning
Whether you are a business owner or decision-maker exploring the options available to you, your company, and employees, or you’re an individual investor looking to enjoy the retirement lifestyle you envision, we can help. Our Accredited Investment Fiduciary (AIF®) helps plan sponsors get the most out of their employer-sponsored retirement plans. We also empower individuals to develop plans that seek to maximize growth and take advantage of tax-efficient distributions.
A sound strategy will be well-coordinated with your overall plans for investments, insurance, business, estate, and taxation.
Education Planning
With the cost of higher education rising annually, saving for college is top-of-mind for most parents. Trying to decipher which education plan is right for you can be challenging. We help you determine which savings vehicles best fit your situation, and advise you on the additional costs associated with higher education.
We’ll create an effective strategy to help you address the challenges of rising education expenses.
Tax Services
Offering effective personal and business tax strategies.
Tax laws and regulations are constantly changing. At Financial Foundations, we place a greater premium on precise and strategic tax planning and preparation with the aim to deliver better outcomes for our clients. When you partner with us, we strive to eliminate the headaches and hassles typically associated with taxes.
Estate Planning
A major objective of estate planning is to minimize potential taxes without interfering with your other financial goals. If you give away wealth, during life or at death, you may incur federal—and possibly state—taxes. We seek to help you protect the assets you transfer from excessive depletion by giving you a sound understanding of these taxes and the various strategies you can use to minimize them.
Protect your legacy for you, your family, and future generations.
Insurance Planning
Insurance is an essential part of any sound financial plan. We will evaluate your needs for life, long-term care, disability, or other insurance. With proper insurance planning, our team can help you protect your overall financial plan, your way of life, and your ability to pursue your goals even when the unexpected happens.
We help make sure you have the right protection in place.
