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!
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.
Risk Adverse Strategies- With over 30,000 Accounts Served and $3B in Assets Under Management our advisors seek tactically managed and risk adverse strategies
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.
Offices in Fort Lauderdale, FL | Miami, FL | Bonita Springs, FL | Sarasota, FL | Dallas, TX