Experience the difference. With Financial Foundations, you have the resources of a large firm with the personal attention of a small practice.
We work comprehensively with our clients and their wealth management plans in a collaborative way. We utilize a disciplined approach that incorporates the 13 Wealth Management Issues that our research shows are important for our clients to address. A personal financial plan is created for clients that addresses the management issues on a more detailed level so we can create appropriate recommendations. By leveraging the vast resources of DFPG Investments, Inc. (DFPG) and Integrated Advisors Network, LLC (IAN), we strive to provide clients with the appropriate ideas and products for their needs. We have access to various investment options designed to address the needs of clients from all walks of life. In addition, we utilize pension experts, insurance underwriters, professional asset managers, CPA’s, estate attorneys and ERISA attorneys whenever needed. We are able to give clients access to all of these services in a highly customized and personalized way.
Our Services
We put your needs first. Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.
No one strategy fits everyone. At Financial Foundations, Inc., we understand that each client’s financial situation and goals are unique and require a customized approach to investing. We also understand that many investment objectives can change over time. Whether it’s saving for your children’s college education, financing a business, or planning for retirement, we offer the financial planning resources and ongoing management with the goal of helping you succeed in your personal and business life.
Are you retirement ready? Start preparing for tomorrow’s retirement today by contacting us to learn more about our Income for Life Model® strategy. No one knows the future and what the market will do year in and year out. When someone enters retirement, there’s no certainty that the market will not be like the bear market of 2008 or the bull market of 2017. The methodology of retirement income planning dictates that assets are positioned in a way so that market volatility does not compromise one’s ability to maintain a regular income stream.
An approach designed for you. Wealth Management is the practice of cohesively addressing all aspects of a household’s goals based on what was revealed in the financial plan. Financial Foundations partners with a team of highly professional and experienced individuals. Versatility is essential in being able to offer the optional solutions in addressing wealth management needs. Depending on what actions are needed to execute the financial plan, there are many resources accessible to achieve your financial goals.
Money doesn’t have to be complicated. We can help take some of the mystery out of how to achieve your financial goals by working hand-in-hand with a team of professionals that best suits your needs.
Wealth-management and legacy-planning strategies for anyone who may benefit from professional guidance after the loss of a loved one, a divorce, employment change, or retirement. We enjoy building trusted relationships that span generations.
Are you utilizing your Federal Employee Benefits to meet your goals? Understanding federal benefits is challenging, but they are the same for federal employees regardless of where they live or work. Our commitment is to help you better understand your benefits and, if needed, make additions or changes that are in your best interest. Due to the unique nature of the federal employee benefit system, our team has received detailed training on the aspects of the benefit system and has over 25 years of experience in utilizing different strategies to ensure the employee’s goals are met.
Independent business owners face unique challenges in that there are planning considerations for the business, then how those decisions translate to the individual needs for the owner(s). Because there are additional moving parts for a business, we utilize the expertise of CPA’s, attorneys, and if necessary, pension consultants. With these resources, we can provide a superior service in a highly customized and personalized way for the following situations:
- Succession Planning for ownership & management
- Employee Executive Benefits
- Non-Qualified deferred compensation plans
- Fringe Benefited tax-qualified plans
We offer various Insurance options to protect our clients against the situations in which “Plan A” does not work out. Our team evaluates insurance needs prior to any recommendations, and are identified during the “Gap Analysis” process when reviewing the financial plan. Due to the variety of circumstances that can exist, our firm evaluates specifics including, but not limited to, life insurance, health insurance, long term care, disability insurance, and key-man insurance, to name a few.