Foundational Wealth Planners
Specializing in Financial Planning, Insurance and Investment Advisory Services.
SERVICES
Future planning personalized for your needs.
Targeted strategies designed with your invidual goals in mind.
A holistic approach carefully and thoughtfully executed.
ABOUT US
Foundational Wealth Planners are dedicated to building and maintaining close relationships with our clients founded on trust, respect and integrity. As Financial Planners, we begin by planning for tomorrow today.
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Our Holistic Approach to Financial Planning Includes:
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Assessing your financial situation
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Saving for major expenses
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Debt and student loan repayment strategies
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Retirement cash flow and income planning
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Investment planning
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Tax planning strategies
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Protecting against financial crisis
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Business planning strategies
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Estate planning strategies
Our planning objective is to provide a clear picture of where you stand today, a vision of where you're going and the strategy to help you get there. With periodic reviews, we maintain progress toward our clients' specific goals and objectives. No matter what stage of life you are in, we can help you find solutions to your financial challenges.
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Proper planning for the future can be challenging. Watch the video below to see how eMoney helps our clients to achieve their financial goals.
Organize. Monitor. Collaborate.
ORGANIZER
Connect all your accounts for a consolidated view of your entire financial picture.
SCREEN SHARING
Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.
INVESTMENTS
Interactive charts and detailed views help monitor all your accounts.
VAULT
Safely store your most important financial documents, accessible 24/7.
TRACK SPENDING
Know how much you're spending, and where.
MOBILE
A complete financial picture available on your smartphone.
BUDGETING TOOLS
Set budgets to help reach your savings goals.
GOALS
See if you're on target to reach your most important goals.
