RETIREMENT PLANNING

ASSISTING OUR CLIENTS IN SOLVING THE RETIREMENT PUZZLE

Our retirement planning services will assist our clients in putting the retirement puzzle together in 5 major phases.
Imagine for a minute you and your family and a few friends are sitting around the dining room table ready to put together a 1000 piece puzzle and you discover that there is no picture on the box.
What are the odds of completing that puzzle?

COMPLETING THE RETIREMENT PUZZLE

PHASE 1 – PRINCIPAL PROTECTION PLAN – NEVER LOSE PRINCIPAL
PHASE 2 – STRATEGIC INCOME PLAN – LIFETIME INCOME
PHASE 3 – SOCIAL SECURITY – MAXIMIZATION
PHASE 4 – DYNAMIC RISK MANAGEMENT – MITIGATING VOLATILITY
PHASE 5 – MITIGATING TAXES – TAX SAVINGS STRATEGIES

Our Phase 4 Strategy – Dynamic Risk Management

We at Foundations ( Registered Investment Advisor) believe if a strategy seeks to avoid significant losses it will help achieve your long-term goals more efficiently and Safely! You can have confidence that our advisors are fiduciaries, meaning they have the duty of loyalty to advise what is in your best interest!
  1. Customized Personal Goals- We first want to know your goals, time horizon and risk tolerance so we can build a custom roadmap to grow and monitor your wealth keeping you on track financially.
  2. Risk Adverse Strategies- With over 30,000 Accounts Served and $3B in Assets Under Management our advisors seek tactically managed and risk adverse strategies
  3. Investor Experience – We pride ourselves on making sure the investor experience is an enjoyable one that remains efficient and transparent.

ZERO TAX ROADMAP

Zero Tax Roadmap can help you be confident about your retirement savings strategies. You may be able to safely recover misdirected assets and reallocate them to a plan designed to help maximize growth potential, while minimizing risk and increasing the amount you receive in retirement.
Zero Tax Roadmap is a step-by-step asset shifting guide that can help you get full mileage from your assets, while minimizing risk, under the current tax code. You’ll learn to take charge of your retirement savings through tools like a private pension plan, Index Universal Life Insurance, Roth IRA’s, and modifications to overall investment planning. We use precise calculations to gradually re-position your taxable, tax deferred, and tax-free savings to help bring you as close to a Zero Tax retirement as we can possibly achieve. Even if taxes double but you’ve followed our Roadmap, the amount you get won’t change.