Foundational WeaLth partners
Professional Financial Services
Your legacy begins with a strong foundation. Allow us the opportunity to earn your trust by educating you about the strategies and solutions available to you and your family.
Estate Planning
If you were suddenly incapacitated, do you have the necessary documents in place to relieve your loved ones of the liability of managing your day-to-day affairs? How about accessing your money to pay recurring bills while you are unable to care for yourself?
Financial Freedom
What if we could show you how to eliminate all debt, including mortgages and student loans, in under 9 years or less without spending any more money than you do today? Our advisors understand the power of leveraging money to guarantee a better financial future.
Legacy Creation
Do you know the difference between a will and a trust? One will guarantee your family goes through probate, which can cost up to 12% of an estate. The other avoids probate entirely. Take some time to plan for your legacy.
About Our Company
Financial Advisors who work for you
We and our partners believe in doing what’s right to help American families overcome debt, safeguard their assets, protect their businesses, plan for a guaranteed retirement they enjoy and avoid needing to liquidate assets or legacy to pay for expensive medical bills.
By teaching a Foundational Planning approach, we equip clients with tools and information they need to put guaranteed solutions in place.
Our education-based approach results in more individuals and families learning the strategies they need to secure their legacies and build generational wealth.
Why Cooperate With Us
Education-based
We believe in empowering our clients by educating them on the strategies and tools available to them – at no cost and with no obligation.
Holistic approach
We strive to build long-lasting relationships with our clients as well as seek to understand their unique needs and goals before suggesting investment strategies.
Professional and accessible
You don’t need $250,000 to work with us. In fact, most of our clients are beginner investors, looking for new tools to grow — and maintain — their wealth.
Honest and relatable
When you work with our team, you’re treated as as family. You’ll always receive honest feedback and quick communication.
Don’t forget to
Explore OUr
expanded services!
Our services expand beyond the four pillars. We also assist clients with:
- Real Estate Decisions
- Property & Casualty Insurance
- Term Insurance
- Tax Planning
- Final Expense
- Alternative Investments
- & more!
Professional Services
Key Focuses
Our team of licensed financial advisors and partners are experts in the following:
Debt Elimination
Do you feel weighed down by credit card debt or high mortgage payments? Our team can help you obtain financial freedom sooner than you think is possible.
Estate Planning
Our advisors specialize in helping you understand the importance of Power of Attorney documents, avoiding probate, protecting assets, the benefits of revocable living trusts – and more.
Guaranteed Retirement
Are you 100% sure you’re going to have a great retirement? If not, speak with one of our financial advisors for a free cashflow analysis to learn about your options.
Long-Term Care Planning
There is a 85% likelihood that, at some point, you and your loved ones will require some form of skilled assisted nursing care. Having a plan in place reduces stress and the risk of having to liquidate assets.
Our team is here to help you reach your financial goals
The services we offer are best conveyed in a one-on-one meeting.
Schedule your free consultation now!
We Are Experts
Why Clients Choose To work with us
Our education-focused approach is why clients repeatedly choose to work with us and refer their friends, co-workers, and loved ones to our network of financial partners. With the promise to only promote the right products for the right reasons, we pride ourselves on always providing the best approach for understanding investment solutions and how they can benefit those we work with. Get in touch to learn more.
Blog & News
Latest Posts
Maximizing Your Social Security Benefits: A Smart Retirement Strategy
Social Security benefits play a crucial role in retirement planning, yet many Americans miss out on maximizing their benefits due to a lack of knowledge. Whether you’re nearing retirement or planning ahead, understanding the best time to claim Social Security and how it fits into your overall retirement income strategy is essential.
Plan Ahead This Season: Why Long-Term Care and Estate Planning Are More Important Than Ever
As the new year approaches, many of us reflect on our goals and prepare for the future. While resolutions often include fitness, travel, or career aspirations, one of the most meaningful investments you can make is in securing your financial and personal legacy. This...
Health Crises and Financial Readiness: Why You Need a Power of Attorney Now
In an unpredictable world, financial readiness and medical preparedness are essential to protecting yourself and your loved ones. Among the tools in your planning arsenal, Durable Power of Attorney (DPOA) and Healthcare Power of Attorney (HCPOA) documents stand out as...