Foundation Wealth Management may be right for you if you want a financial advisor to be proactive, provide continual guidance, help you think through financial decisions and keep you on track. We offer services to clients who fit into two broad categories, “The Millionaire Next Door” and “Clients Under the Age of 50 with the Millionaire Next Door Mindset“.
The Millionaire Next DoorOur primary focus is working with successful individuals and their families who don’t live beyond their means, don’t carry excessive debt and want to partner with advisors who share their values. Typically they fall into one of these three life stages:
- Pre-retirement and Wealth-Accumulation Phase – This phase typically occurs 10 to 15 years before retirement. In this stage, you are paying down debt, in the process of paying for your children’s education, saving for retirement, and accumulating wealth. We help you to plan for all of these activities.
- Retirement Red Zone – This phase occurs five years before or after retirement. In the retirement red zone, our main focus is to create and implement a solid plan for your transition into retirement. We help you to prepare and make any necessary adjustments, both before and after your retirement date.
- Retired and Active – Individuals and families in retirement typically want to establish a consistent income stream, mitigate taxes, and preserve their wealth. We take care of the details so that you can enjoy the retirement you’ve worked so hard to earn.