At Foundations Financial Partners, we build relationships and financial foundations that will help you attain lasting financial security.
Our mission is to deliver the advice, strategies and solutions that you will need to succeed over the long-term.
We have developed over 30 multigenerational client relationships that go back over 20 years.
Integrated financial planning coordinates your financial goals and objectives. It brings together the many facets of your financial life:
- Tax Planning
- Estate Planning
- Wealth Transfer
- Risk Management
- Retirement Income
- Debt Structure
- Business Succession
Over 90 percent of our planning clients use both our risk management and our investment management services to implement integrated planning solutions.
We embrace a team philosophy and value collaboration. We welcome the opportunity to work closely with your attorneys, accountants and other professionals.
Historically, over 80 percent of our new business has come as a direct result of a referral from either a client or another professional advisor.
Separate from the financial plan and an advisors' role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them.