Our Services
Comprehensive wealth management solutions tailored to your unique needs
Financial Planning
Comprehensive analysis of your financial situation, goals, and objectives. We develop customized strategies covering cash flow, debt management, insurance, estate planning, and education funding to create a roadmap for your financial future.
- •Cash flow analysis and budgeting
- •Debt management strategies
- •Insurance needs assessment
- •Estate planning coordination
- •Education funding strategies
Investment Management
Evidence-based portfolio construction and ongoing management designed to align with your risk tolerance and long-term objectives. We utilize diversified, low-cost investment strategies with regular rebalancing and performance monitoring.
- •Portfolio construction and asset allocation
- •Risk tolerance assessment
- •Regular rebalancing and monitoring
- •Performance reporting and analysis
- •Cost-efficient investment selection
Retirement Planning
Strategic planning to ensure you can retire on your terms. We analyze retirement income needs, optimize Social Security claiming strategies, manage required minimum distributions, and develop withdrawal strategies to sustain your lifestyle throughout retirement.
- •Retirement income analysis
- •Social Security optimization
- •Required minimum distribution planning
- •Withdrawal strategy development
- •Retirement account optimization
Tax-Efficient Strategies
Integration of tax planning into your investment and financial decisions. We focus on asset location, tax-loss harvesting, qualified account optimization, and coordination with your tax professionals to minimize your overall tax burden.
- •Asset location optimization
- •Tax-loss harvesting
- •Qualified account strategies
- •Tax professional coordination
- •Multi-year tax planning
Business Owner Planning
Specialized guidance for business owners including succession planning, business valuation, key person insurance, buy-sell agreements, and strategies to optimize business value while planning for personal financial security.
- •Business succession planning
- •Business valuation analysis
- •Key person insurance strategies
- •Buy-sell agreement structuring
- •Business and personal wealth integration
Estate Planning
Comprehensive estate planning strategies to preserve and transfer wealth efficiently. We coordinate with estate attorneys and tax professionals to develop plans that align with your family's goals and minimize transfer taxes.
- •Estate planning coordination
- •Wealth transfer strategies
- •Trust and gifting strategies
- •Estate tax minimization
- •Multi-generational planning
Ready to Begin Your Financial Journey?
Schedule a consultation to discuss how Foundry Wealth Group can help you achieve your financial goals.