Foundations: Protecting What You’ve Built
Financial and Insurance Solutions You Can Rely On
Foundations: Who It’s For
Financial Solutions specifically designed to support these life stages and transitions:
Start-Up and Business Growth
For owners looking to protect their independence and financial security
Family Growth and Empty Nester
Ensuring all accounts, plans, and financials are structured to handle major life events
Retirement and Long-term Care
Resolving healthcare, tax and income concerns while protecting what you've built
This Is For You If:
You’re looking to protect your income and provide financial security for your family should you become sick or injured.
You’re looking to optimize your after tax wealth and secure your net spendable income throughout retirement with more certainty.
You’re wanting professional management of employee benefits like group medical and employer retirement plans.
You’re wanting to build a life of financial independence and create lasting impact for others.
We Find, Vet and Compare Solutions.
Then We Implement Together.
What To Expect
We Still Place Your Interest Above All Else.
We Believe In Providing Great Service, Always!
Foundations Includes
Financial Needs + Risk Analysis
Personally Owned Life Insurance
Business Owned Life Insurance
Personal Income Protection
Group Medical & Ancillary Plans
Personal Health Insurance
We Manage Employee Benefits
Health Savings Account & HRA’s
Defined Benefit & Executive Bonuses
Organizing & Safekeeping Documents
Financial Document Checklists
Budgeting, Savings and Investments
Business Continuation Planning
Retirement Income Annuities
Long-term Care Insurance & Planning
Asset Protection Strategies
Commercial Risk Wealth Sheltering
What You Pay
FINANCIAL NEEDS RISK ASSESSMENT
NO FEE
We conduct financial needs and risk assessments as a complimentary service for most clients. This is a different service from financial planning.
FINANCIAL AND INSURANCE TOOLS
NO FEE
With the exception of advisory accounts and variable-based insurance solutions, many financial and insurance tools pay commission directly to the advisor, not directly from clients.
ADVANCED PLANNING NEEDS
AUM + ONE TIME PLAN FEE
Occasionally a client situation may prove to be more complex. When this happens, we will recommend they move to the OmniPlan model for best service.
