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Foundations Financial Partners

Foundations Financial Partners

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  3. Enduring Legacies

Enduring Legacies

Dealing with very personal family issues requires conversation, understanding, and experience.

Families turn to us to address their most important financial matters: inheritance, financial control of family assets, the impact of taxes, charitable giving goals, special needs, incapacity, and more.

We help families define their legacies

  • Transfer of material wealth
  • Transfer of wisdom, values, history, beliefs, etc.
  • Clarify distribution objectives (often for multiple generations)
  • Consider estate equalization issues
  • Create strategies to reduce, control, and pay estate taxes

 

We offer access to Securian Trust Company, a Securian affiliate, to provide personalized trust services. Securian Trust Company is a National Trust Bank with trust powers in all 50 states.

Estate Planning and Charitable Giving Consultation

  • Gifting Strategies
  • Foundation Strategies
  • Advanced Trust Strategies
  • Federal Estate Tax Strategies

 

 “Successful people are always looking for ways to help others. Unsuccessful people are always asking, ‘What’s in it for me?’”    

 -Brian Tracy

 

Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consult your tax or legal advisor regarding your own specific tax or legal situation.

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Contact info

  •   515 N. Main Street , Doylestown, Pennsylvania 18901
  •   (215) 230-8640
  •   contact@foundationsfinancial.com

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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, 515 North Main Street , Doylestown, PA 18901 (215) 230-8640

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