Process

Create a Blueprint for Success

Create a Blueprint for Success

Create a Blueprint for Success

Blueprint for Success: Our Three-Step Process

Engineering a retirement plan consists of a comprehensive three-step process. Using this process, we will carefully consider asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.

Blueprint for Success: Our Three-Step Process

Engineering a retirement plan consists of a comprehensive three-step process. Using this process, we will carefully consider asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.

Blueprint for Success: Our Three-Step Process

Engineering a retirement plan consists of a comprehensive three-step process. Using this process, we will carefully consider asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.

01

Evaluate existing plan

What do you like and dislike about it?

02

Identify requirements

What do you want to be able to do in retirement?

03

Outline strategies

What tools and resources can be used to achieve your goals?

01

Evaluate existing plan

What do you like and dislike about it?

02

Identify requirements

What do you want to be able to do in retirement?

03

Outline strategies

What tools and resources can be used to achieve your goals?

14362 N. Frank Lloyd Wright Blvd.
Ste 1000
Scottsdale, AZ 85260

GET IN TOUCH

480.454.9191

[email protected]

14362 N. Frank Lloyd Wright Blvd.
Ste 1000
Scottsdale, AZ 85260

MENU

GET IN TOUCH

480.454.9191

[email protected]

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

*Certified Financial Fiduciary is issued by the National Association of Certified Financial Fiduciaries. Certified Financial Fiduciary is reserved for financial professionals who have successfully completed a certification and training processes established by NACFF and AFEA.

**The Certified Retirement Counselor (CRC) designation is awarded to retirement professionals who complete a comprehensive program consisting of retirement planning, design, management and operations, investment management, compliance, and ethics.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

ADV Part 2A | Form CRS | Privacy Policy

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

*Certified Financial Fiduciary is issued by the National Association of Certified Financial Fiduciaries. Certified Financial Fiduciary is reserved for financial professionals who have successfully completed a certification and training processes established by NACFF and AFEA.

**The Certified Retirement Counselor (CRC) designation is awarded to retirement professionals who complete a comprehensive program consisting of retirement planning, design, management and operations, investment management, compliance, and ethics.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

ADV Part 2A | Form CRS | Privacy Policy

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