“From budgeting to investments, our personalized approach ensures your goals become a reality.”
For Individuals
We offer a client-focused approach to financial planning and advisory services, designed for your convenience. Through virtual meetings (via Zoom), we make the process easy and accessible, without requiring a minimum investment amount.
We serve a wide range of clients, from mass affluent to high-net-worth individuals. We believe that financial education and advice are most effective when they are personalized and transparent, tailored to your unique needs and goals.
Our Services Include:
401(k) Management
Traditional and Roth IRA Management
Estate Planning
Free Retirement Projections and Planning
Free Zoom-based Financial Planning
Life Insurance Sales
Annuity Education and Sales
Personal Brokerage Account Management
For Employers
Comprehensive Financial Education for Employee Wellbeing
We’ve developed a comprehensive financial education curriculum aimed at enhancing the financial and mental wellbeing of employees. Through a regular cadence of financial education webinars, we cover topics beyond standard benefits like 401(k)s, HSAs, and stock options. Our curriculum also addresses critical areas such as debt reduction, tax minimization, estate planning, and much more.
These webinars provide employees with the personalized guidance they need to tackle their unique financial challenges, empowering them to make informed and confident decisions.
Our ultimate goal is to provide every employee with a free personalized financial plan, equipping them with the tools they need for long-term financial success.
Key Areas We Cover:
Health Savings Account (HSA) Education
Free or For-Fee Financial Benefit Webinars
For Benefit Platforms
Partnering for Employee Financial Education
We partner with third-party administrators and retirement platforms (such as 401(k) and 403(b) plans) to deliver comprehensive financial education webinars tailored to support the employee populations of their employer partners.
Our extensive webinar library is customized based on the specific observations and insights from employers regarding their employees’ financial wellbeing needs and available benefits. This ensures that our educational offerings are relevant and impactful for each unique workforce.
Key Services We Offer:
401(k) Plan Management, 3(38) Advisor
Free Financial Plan
Avoiding Common Financial Pitfalls: The Importance of Planning Ahead
Many people unknowingly make critical mistakes when it comes to key financial areas such as investing, savings, taxes, debt, insurance, and estate planning (wills and trusts). The two most common mistakes are: 1) not having a complete financial plan, and 2) not revisiting and updating it regularly (ideally every 12 to 18 months).
At Wealth Foundations, we offer a free financial plan to help you see how all the different aspects of your financial life come together. Our goal is to give you a clear understanding of where you stand financially and to help you determine whether your current plan is on track or if it might need some adjustments.
Whether or not you decide to work with us, we believe in keeping your financial plan up-to-date. That is why we offer free updates every 12 to 18 months to ensure you always have the support and knowledge you need to stay on the right path toward your financial future.
