Skip to main content
(215) 230-8640 contact@foundationsfinancial.com
  •  
  •  

Foundations Financial Partners

Foundations Financial Partners

  • Home
  • About Us 
    • Our Approach
    • Our Team
  • Products & Services
    • Estate Planning
    • Enduring Legacies
    • Retirement Income
    • Investment Management
    • Cash Flow and Debt Management
    • Risk Management
    • Employee Benefits
    • Business Succession
  • Resources 
    • Useful Websites
    • Calculator Library
    • Blog
  • Contact
  • Client Login

    You are here

  1. Home
  2. About

About

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.

Integrated financial planning coordinates your financial goals and objectives. It brings together the many facets of your financial life.

 

Plan, protect, grow...

Financial Planning

  • Retirement Income Planning
  • Tax Planning
  • Estate Planning
  • Business Planning

Risk Management

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Health Insurance
  • Income & Annuity Contracts

Investment Management

  • Advisory
  • Brokerage
  • Mutual Funds
  • 529's

 

Through our experience, we find that many clients use both risk management and 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, most 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.

 

 

Book a Meeting

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Contact info

  •   601 New Britain Road Suite 525, Doylestown, Pennsylvania 18901
  •   (215) 230-8640
  •   contact@foundationsfinancial.com

Additional info

  • Sitemap

Contact us

Foundation Financial Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Foundation Financial Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Foundation Financial Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3045479 DOFU 6/2020

Foundations Financial Partners, 601 New Britain Road Suite 525, Doylestown, PA 18901 (215) 230-8640

© 2022 Foundations Financial Partners. All rights reserved.

Website Design For Financial Services Professionals