Michael Fogarty, Cfp®

Michael Fogarty, Cfp® Email and Phone Number

Fee-only financial planner creating solid plans for your retirement and beyond. @ The Foundry Financial Group, Inc.
Michael Fogarty, Cfp®'s Location
Laconia, New Hampshire, United States, United States
Michael Fogarty, Cfp®'s Contact Details

Michael Fogarty, Cfp® work email

Michael Fogarty, Cfp® personal email

n/a

Michael Fogarty, Cfp® phone numbers

About Michael Fogarty, Cfp®

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.

Michael Fogarty, Cfp®'s Current Company Details
The Foundry Financial Group, Inc.

The Foundry Financial Group, Inc.

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Fee-only financial planner creating solid plans for your retirement and beyond.
Michael Fogarty, Cfp® Work Experience Details
  • The Foundry Financial Group, Inc.
    President And Investment Advisor Representative
    The Foundry Financial Group, Inc. 2001 - Present
    Laconia, Nh, Us
    Promoting prosperity through personalized financial planning and wealth management. Utilizing Prosperity365®, our system for guiding families through all of life's chapters, we serve professionals, business owners, and others committed to building a secure and fulfilling future.
  • Cambridge Investment Research
    Registered Representative
    Cambridge Investment Research 2001 - Aug 2023
    Fairfield, Ia, Us

Michael Fogarty, Cfp® Skills

Retirement Planning Wealth Management Series 7 Investments Strategic Financial Planning Securities Investment Management Finra Financial Services Series 24 Certified Financial Planner Finance

Michael Fogarty, Cfp® Education Details

  • University Of New Hampshire
    University Of New Hampshire
    Ba
  • University Of Pittsburgh
    University Of Pittsburgh

Frequently Asked Questions about Michael Fogarty, Cfp®

What company does Michael Fogarty, Cfp® work for?

Michael Fogarty, Cfp® works for The Foundry Financial Group, Inc.

What is Michael Fogarty, Cfp®'s role at the current company?

Michael Fogarty, Cfp®'s current role is Fee-only financial planner creating solid plans for your retirement and beyond..

What is Michael Fogarty, Cfp®'s email address?

Michael Fogarty, Cfp®'s email address is mf****@****ors.com

What is Michael Fogarty, Cfp®'s direct phone number?

Michael Fogarty, Cfp®'s direct phone number is +160352*****

What schools did Michael Fogarty, Cfp® attend?

Michael Fogarty, Cfp® attended University Of New Hampshire, University Of Pittsburgh.

What skills is Michael Fogarty, Cfp® known for?

Michael Fogarty, Cfp® has skills like Retirement Planning, Wealth Management, Series 7, Investments, Strategic Financial Planning, Securities, Investment Management, Finra, Financial Services, Series 24, Certified Financial Planner, Finance.

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