A comprehensive Approach

Nobody plans to fail...they just fail to plan! When it comes to finances and planning for the future, there are so many concepts and rules of thumb to balance with the different parts of your life. The team at Foundation Wealth Strategies utilizes the depth of resources at Raymond James and helps to categorize and make clear the path towards reaching your goals. Similar to planning a voyage, we provide advice and advocacy toward understanding how to properly align segments of your journey that ultimately allow for a smooth odyssey.

We help you arrange four areas of your finances in an easy-to-understand method of organization that takes into account the best possible schedule of when to commence the different parts.

The four areas in which we focus are:

  • Investment Management
  • Risk Audits
  • Tax Efficiency
  • Estate Planning
Client onboarding process

Advisory Fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Foundation Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services

Our Client Onboarding Process

Our personalized client onboarding process provides a strong foundation for establishing our long-term professional relationship. We invest the time to help ensure all bases are covered, all details are addressed and all parties are on the same page.

We are committed to delivering you the exemplary service you deserve. Learn more about what it means to be one of our valued clients.

  • Impression
  • Integration
  • Immersion
Impression, Integration and Immersion graphic

Case study

revamping a savings strategy

Sarah, a 50-year-old physician, needed help getting her retirement savings back on track. The past few years, she struggled with lifestyle inflation as she tried to keep up with colleagues’ lavish spending and now had concerns about outliving her savings, as she had seen family members experience. We helped her clarify her priorities and get a handle on her cash flow, showing her how long her money might last under different scenarios. We also helped her work out an income strategy that aligned with her vision of how she wants to spend her time in retirement.

This hypothetical example is for illustrative purposes and is not representative of any actual experience. Individual results will vary.

See the retirement readiness checklist

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

Meet the team