Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals. At Financial Foundation Group, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making prudent investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and manage assets by utilizing numerous investment products and strategies. If you are a successful individual looking for a financial professional, you are in the right place. We appreciate your visit.
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
One of the most common questions people ask about Social Security is when they should start taking benefits.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Understanding the value of a home warranty.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making the most of surprises is a great reason to work with us.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Why are 401(k) plans, annuities, and IRAs so popular?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How will you weather the ups and downs of the business cycle?