Most of us could use a little more structure in our life. Of course, some things we can do on the fly, like a spontaneous getaway or an impromptu party. Grab a few steaks, set out a few chairs, fire up the grill and pray for good weather.Other things call for thought, structure, and planning. Planning your retirement is one of those things. Retirement planning is not a single activity. It is a series of small but important decisions made over a period of years. The outcomes of your decisions compound, and should your plan fail to achieve lift-off, there are no time machines that allow you to go back and try again.An experienced planner at The Foundry Financial Group can set your plan on the right trajectory. Your concerns about tax planning, health care expenses, and sustainable income will all be addressed. Your investments will be managed in a professional fashion based solely on your best interests.The Foundry process is different from most firms in several ways:• We do not accept commissions for the sale of any financial products. As an independent, fee-only firm, your advisor serves as a fiduciary who is responsible for offering advice that is in your best interest.• Foundry advisors work as teams to ensure long-term advisory continuity, and so that you always have a place to turn, should a need arise. • We are committed to ongoing professional development.As a CERTIFIED FINANCIAL PLANNER™ professional, I seek to foster collaborative relationships with your other advisors (accountant, attorney, etc.). We at The Foundry believe that by working together as a team we can have the most meaningful, positive impact.The Foundry Financial Group, Inc. is a Registered Investment Advisor.
Listed skills include Retirement Planning, Wealth Management, Series 7, Investments, and 8 others.