The No-Risk Wealth Vault:

Financial Freedom Without Unnecessary Risks

Everything You Need to Retire Smarter, Safer, and Set for Life


Smart Strategies for a Secure Financial Future

Trusted Guidance – Learn from nationally recognized educator Carol Dewey and her team of retirement and financial planning experts.

Proven Strategies – Explore clear, actionable insights on retirement planning, tax-smart investing, college funding, and legacy preservation.

Learn on Your Terms – Access easy-to-follow resources and tools anytime, anywhere—no pressure, no overwhelm.

Real-World Results – Apply practical, low-risk strategies that align with your goals and protect your future.

The No-Risk Wealth Vault:

Financial Freedom Without Unnecessary Risks

Everything You Need to Retire Smarter, Safer, and Set for Life


Smart Strategies for a Secure Financial Future

Trusted Guidance – Learn from nationally recognized educator Carol Dewey and her team of retirement and financial planning experts.

Proven Strategies – Explore clear, actionable insights on retirement planning, tax-smart investing, college funding, and legacy preservation.

Learn on Your Terms – Access easy-to-follow resources and tools anytime, anywhere—no pressure, no overwhelm.

Real-World Results – Apply practical, low-risk strategies that align with your goals and protect your future.

Why are people signing up?

Testimonial Slider
"Carol has been a blessing to work with. She not only showed me how I was able to afford to send my daughter to a private college but also put me on a path to an abundant retirement. When my dad was placed in hospice, she helped my mother and I through the whole process. So grateful to have her as my financial advisor and friend."
- Carrie S.
Carrie S.
"When my husband passed away suddenly, I had no idea what kind of financial shape we were in. Carol helped me pull all the pieces together and provided a solid plan showing me where my income would come from and how / could leave a legacy for my children. Now / have piece of mind and am grateful that I was introduced to her in my time of need."
- Dinah B.
Dinah D.

Why are people signing up?

Testimonial Slider
"Carol has been a blessing to work with. She not only showed me how I was able to afford to send my daughter to a private college but also put me on a path to an abundant retirement. When my dad was placed in hospice, she helped my mother and I through the whole process. So grateful to have her as my financial advisor and friend."
- Carrie S.
Carrie S.
"When my husband passed away suddenly, I had no idea what kind of financial shape we were in. Carol helped me pull all the pieces together and provided a solid plan showing me where my income would come from and how / could leave a legacy for my children. Now / have piece of mind and am grateful that I was introduced to her in my time of need."
- Dinah B.
Dinah D.

Movies and Documentaries

“The Truth About Retirement, Taxes, and the Financial System.”

Eye-opening, award-winning films revealing the hidden risks and retirement mistakes families and business owners must avoid.

AFIS Movie Slider

Movies and Documentaries

“The Truth About Retirement, Taxes, and the Financial System.”

Eye-opening, award-winning films revealing the hidden risks and retirement mistakes families and business owners must avoid.

AFIS Movie Slider

Masterclasses

“Confidently Build and Protect Your Wealth—Without the Risk.”

Step-by-step guidance to help you reduce taxes, safeguard your savings, and retire securely—with strategies you can trust.

Masterclasses

“Confidently Build and Protect Your Wealth—Without the Risk.”

Step-by-step guidance to help you reduce taxes, safeguard your savings, and retire securely—with strategies you can trust.

Monthly Broadcasts

“Straight Talk on Safe, Smart Wealth Strategies.”

Carol Dewey delivers real-world solutions for business owners and families—from tax-saving moves to building a financially set life.

Monthly Broadcasts

“Straight Talk on Safe, Smart Wealth Strategies.”

Carol Dewey delivers real-world solutions for business owners and families—from tax-saving moves to building a financially set life.

Blog Articles

"Defend Your Assets. Minimize Taxes. Secure Your Legacy."

Stay ahead with expert articles, in-depth analysis, and actionable strategies to protect your financial future.

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Events

“Secure Your Future: Expert Events on Wealth & Retirement Planning.”

Join Carol and other top experts for practical, no-hype sessions on reducing taxes, protecting assets, and creating lasting financial security.

Events

“Secure Your Future: Expert Events on Wealth & Retirement Planning.”

Join Carol and other top experts for practical, no-hype sessions on reducing taxes, protecting assets, and creating lasting financial security.

CONTACT US:

[email protected]

Office: (877) 434-6243

Hours: Monday - Friday | 9am - 5pm EST

927 Beville Road #104, South Daytona, FL 32119

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.

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