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.
