
Could your financial plan be
INCOMPLETE?
We confidently help you understand your financial future.
Our Services
Financial Planning:
• Cash Flow Analysis • Goal Setting • Personal Net Worth Analysis • Education/College Planning • Retirement Projections • Retirement Income Planning • Social Security Strategies
• Health Care Costs in Retirement • Mortgage Analysis • Life/Long Term Care Insurance Needs • Legacy/Estate Planning • Investment/Asset Management • Risk Management/Asset Protection
The Financial Foundation Group Process
WE FOCUS ON THESE THREE AREAS
GROWTH
Put your hard-earned assets to work and prepare for retirement.
How?
✓ Retirement Income Strategies
✓ Wealth Management
✓ Annuities
✓ Investments
✓ IRA/401(k) Rollovers
PRESERVATION
Secure the assets that help you live the retirement you’ve always pictured.
How?
✓ Asset Protection Strategies
✓ Life Insurance
✓ Tax-Efficient Strategies
✓ Long-Term Care Strategies
GIVE BACK
Support the causes and people you care about into the future.
How?
✓ IRA Legacy Planning
✓ Gift Tax Exclusion
✓ Charitable Giving
✓ Estate Planning
We can also refer you to professionals who provide the following services:
• Trusts • Probate • Charitable Giving • Estate Planning • Tax Planning

ARE YOU READY
To Move Forward?
For more information about any of our services and products, schedule an appointment today.
Or give us a call at 303.302.2320