"Our sole mission is to help individuals, families, and business owners become financially set for life -- without taking unnecessary risks."
ABOUT ME...
RETIRE ABUNDANTLY
Authors: Scott Keffer with Carol Dewey
If you are looking for a retirement "expert", there is certainly no shortage of options. In fact, you can do a quick online search or browse through your local news stand or flip through the channels... and you can find a million of them.
"Experts" who are all ready to tell you that they have the answers you are looking for to secure your retirement. They claim to have the "best" asset management solution - and maybe they do...
Or maybe they don't.
The retirement landscape has changed so dramatically in the last decade that it's time to separate facts from fiction. In RETIRE ABUNDANTLY, you will receive answers to your biggest retirement questions (plus answers to questions you didn't even know to ask)!
PAYCHECKS AND PLAY CHECKS
Authors: Tom Hegna with Carol Dewey
Nobody knows retirement income planning better than expert, author and speaker, Tom Hegna. Formerly a first Vice President of NY Life, Tom has done over 2,000 seminars and 3,000 training sessions, showing boomers and retirees how to build a better, safer and happier retirement.
Carol Dewey is a nationally recognized Financial Educator, Author, Speaker and Retirement Planner whom you may have seen in NBC, ABC, CBS, and FOX network affiliates and Yahoo Finance, CNN, Reuters, The Huffington Post, USA Today, The Daytona Beach New Journal and others. Carol has been showing individuals, families and business owners how to avoid the biggest retirement mistakes and enjoy a more secure retirement for over 15 years. Carol's proprietary approach to financial and retirement planning creates a custom roadmap so that her clients can enjoy more income for life and a greater legacy to their children and grandchildren
HOW TO GIVE YOUR CHILD A 4-YEAR COLLEGE EDUCATION WITHOUT GOING BROKE
Author: Carol Dewey
Carol Dewey is a nationally recognized Financial Educator, Author, Speaker and Retirement Planner whom you may have seen in NBC, ABC, CBS, and FOX network affiliates and Yahoo Finance, CNN, Reuters, The Huffington Post, USA Today, The Daytona Beach New Journal and others. In addition to showing individuals, families and business owners how to avoid the biggest retirement mistakes and enjoy a more secure retirement, Carol also has been helping "Forgotten Middle Class" families get into - and pay "wholesale" prices for - the best colleges in the country, even if they think they can't possibly qualify for any assistance or feel overwhelmed, confused and don't have a clue about how financial aid and scholarships work!
INTERCONNECTED TEAM
Ronald Zmuda, JD CPA
Legal & Accounting
Sherry Taylor
Client Support Manager
Jepthe Subagan
Marketing & Admin Support
No one builds wealth alone. You need a team to bring all the pieces of your plan to life and give you the kinds of results you desire. We provide an interconnected and integrated team of professionals to help you implement your financial blueprint.
Our investment team is regularly featured in the national media in print and on television. Some recent appearances include CNBC, Fox Business, Bloomberg, and the Wall Street Journal.
Our client services extend beyond asset management to provide strategic tax planning and wealth transfer strategies.
Our mission is to seek, introduce and deliver the most refined and forward-thinking financial strategies and management techniques to our clients. Our foundation of ethics and performance standards are driven by one thing: Stewardship.
Experience On Your Side!
Contact Us:
Disclaimer:
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.