At Foundation Wealth Management, we’re here to help you navigate retirement planning. This ranges from the years leading up to retirement through helping you leave a legacy. Although we regularly reference “retirement planning”, we’re here to do the heavy lifting when it comes to assisting you in orchestrating your financial future.
The time saved in partnering with a professional for financial planning is a benefit we don’t often factor in. When you learn our expertise, you know you’re receiving recommendations that have stood the test of time.
The 5 Core Services We’re Ready to Take Off Your To-Do List
- Retirement planning
Crunching the numbers, buying and selling securities, managing your investment portfolio. All you have to do is be open and share your goals with us so we can create the plan targeted towards your goals.
- Taxes
Tax planning is a top priority in making sure you keep as much of your hard-earned money as possible when it comes to retirement planning, investment opportunities, and taking distributions from retirement accounts.
- Social Security Optimization
Determining when to begin taking Social Security can be a tough decision. Do you start right when first eligible? Or hold off for a higher monthly payment? There are several factors we consider when helping you maximize your Social Security benefit.
- Health Care & Long-Term Care Planning
Health care can quickly eat away at your savings, which is why it’s important to properly plan what healthcare will cost you prior to Medicare starting and when starting Medicare selecting a Medicare supplemental insurance plan. Also, how will you cover the expense of long-term care should you need assistance later in life either at home or from a care facility?
- Leaving a Legacy
Talking about end-of-life planning is not easy. But the more prepared you are, the less your loved ones will have to handle. Creating a will, possibly a trust, and assigning beneficiaries are the beginning steps in the process of leaving the legacy you’ve imagined.
At Foundation Wealth Management, our mission is to simplify and optimize your financial journey, freeing you to focus on the things that matter most. From thorough retirement planning to ensuring you leave a meaningful legacy, we handle the complexities so you don’t have to.
Our wide-ranging approach encompasses everything from managing investments and taxes to optimizing Social Security benefits and planning for healthcare and long-term care needs. We tailor our strategies to meet your unique goal of working towards a secure future.
Let us take these critical tasks off your to-do list. Your financial well-being is our top priority, and we’re here to support you every step of the way. Ready to clear your calendar and take the next step? Contact us today to discover how our services can transform your financial planning experience.
About Foundation Wealth Management
Foundation Wealth Management is a CPA-led organization, that provides financial planning services and tax planning support; services and outcomes vary based on each client’s circumstances. Our team includes qualified professionals, such as CPAs and CFP®s, who are integral to our service offerings. Our team includes 3 Certified Financial Planners: Burt Hutchinson, CPA, CFP®, Paul LaViola, CFP®, and Stephen McDade, CFP®.
As Fee-Only planners, we are compensated directly by clients rather than through commissions from brokerage or insurance products, which we believe helps align our services with client goals.
Disclosure Statement:
This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third-party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way whatsoever. This presentation may not be construed as investment, tax, or legal advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and is subject to change without notice. All investments are subject to risk, including the possible loss of principal.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, Past performance is not a guarantee of future results.
