Our Services
At Foundational Wealth Builders, we provide personalized wealth strategies for couples seeking a secure and prosperous future. Our services encompass a wide range of strategies, including wealth accumulation and retirement preparation. We work with you to understand your unique financial goals and customize a strategy to your specific needs. Our goal is to empower you to make informed financial decisions, achieve your aspirations, and build a legacy for generations to come.
A Tax Optimized Approach
Minimize your tax burden, allowing you to retain more of your hard-earned wealth in the future.
Access Funds Without Disrupting Growth
Unlock the power of leveraging your own resources. Place savings or emergency funds in an asset where you can use them while your wealth continues to grow. A great option when you fall on difficult financial times.
Smart Strategies to Save for College
Explore ways to save for your children’s college that you may not have considered.
Retirement Strategies Beyond 401(k)s
Go beyond traditional retirement plans to build a robust and secure retirement income stream. Gain greater control, flexibility, and predictability than traditional market-driven investments.
Financial Independence Through Self-Funding
Gain greater control over your finances by becoming your own source of funding. Our strategies reduce your reliance on traditional banking institutions. This provides you with greater flexibility and lower costs.
1:1 Financial Coaching
Are you pursuing financial freedom or seeking diversified income streams? Through 1 on 1 coaching, get support clarifying your next steps and customized guidance from someone who’s been in your shoes.
Protect Your Loved Ones
Ensure your family's financial security with life insurance. Gain peace of mind knowing your loved ones are financially protected, allowing them to maintain their lifestyle, even in your absence.
Guaranteed Income Options
Through some financial tools, you may be able to have guaranteed income in your retirement years. We help you evaluate and choose the right option for you. In come cases, you can obtain guaranteed income for as long as you live.
No two people are exactly alike and your financial strategies shouldn’t be either.
We’ll discuss your financial goals before crafting a personalized strategy.
Since we are a fiduciary, we operate in the best interest of our clients. Various strategies will only be proposed to you if and when they may make sense for your financial situation.
Get started with a discovery call
Our Process
Our personalized financial strategy process begins with a no-obligation discovery call. During this initial conversation, we'll explore your unique financial situation and goals. This approach provides valuable insights tailored to your needs. We help you gain a deeper understanding of options for building wealth and protecting your family's future. If our approach aligns with your objectives, we can discuss a customized financial solution.
Discovery Call
Our journey together always begins with a discovery call. This 15 minute chat allows us to get to know each other and both determine if working together will be a good fit. There is no commitment required on this call.
Financial Analysis
We dive into an hour long discussion about your financial situation and your goals. This helps us to understand what you would like your financial situation to look like so that we can help craft a strategy to get you there.
Personalized Strategy
After consolidating all of the information from your Financial Analysis, we regroup to present you with your own Personalized Strategy that helps you meet your goals.
Implementation
After reviewing your Personalized Strategy, let’s turn it into action. We will take the steps together to help implement what we’ve discussed.
Our services are provided at no direct cost to you. Instead, we are compensated by the institutions we collaborate with, but only when you choose to move forward with one of their products. This arrangement allows us to focus on providing personalized guidance without adding financial pressure to our clients.