A complete list of active advisors currently associated with Foundations Financial Planning, LLC
Warmer can help you find a great advisor at Foundations Financial Planning, LLC or one who fits your needs even better.
Foundations Financial Planning serves individuals, high-net-worth clients, pension and profit-sharing plans, and businesses with investment management and a range of financial planning services, including one-time plans and ongoing comprehensive planning. The firm offers discretionary portfolio management alongside written financial plans that address areas such as retirement, estate, cash flow, and business planning. The firm predominantly uses a passive investment management approach built around asset-allocation targets and low-cost index funds, while applying fundamental and cyclical analysis when performing investment analysis or bespoke investment research. Account supervision follows client-specific investment policy statements and considers objectives, tax implications, and reasonable client-imposed restrictions. Compared with many solo independent advisers, the firm’s principal maintains a separate CPA practice that provides tax and bookkeeping services and accounts for a significant portion of the principal’s time, and the firm also works with employer-sponsored plans—including pension/profit-sharing arrangements—and retirement plan recordkeepers (e.g., Guideline) for plan consulting and fee billing. The firm additionally provides periodic written reports to clients and conducts educational seminars and speaking engagements (sometimes pro bono), activities that are less common among peers.
To learn more about the advisors currently working at Foundations Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Carthage, MO
| 8
|
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