Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate planning, and preserving wealth.

We understand the many challenges of retirement today and know one of the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Charitable Gift Planning

Charitable Gift Planning

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Education Planning

Education Planning

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Estate Planning

Estate Planning

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Impact Investment Planning

Impact Investment Planning

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Institutional Retirement Planning

Institutional Retirement Planning

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Insurance Planning

Insurance Planning

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Investment Planning

Investment Planning

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Retirement Planning

Retirement Planning

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Risk Management Planning

Risk Management Planning

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Security Planning

Security Planning

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Social Security Planning

Social Security Planning

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Tax Planning

Tax Planning

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Patrick@foundationalfinancial.com |  (317) 218-4504