How We Help

Money is a means to an end, but the real question is: what’s your end? Retirement isn’t just about leaving work—it’s about stepping into a life filled with meaning and fulfillment. Together, we’ll start with your “why,” uncovering the passions, goals, and values that define your vision for retirement. By giving your money a purpose, we create a financial plan that aligns with your unique aspirations, so you can retire not just with confidence, but with clarity and direction.

Retirement income isn’t static, and your strategy shouldn’t be either. Using cutting-edge tools like Income Laboratory, we create a dynamic income plan tailored to your needs. This approach adapts as your goals, market conditions, and financial situation evolve, ensuring your income remains reliable and sustainable throughout retirement. Our goal is to give you peace of mind while maximizing your retirement spending.

Using evidence-based strategies, we design portfolios tailored to you, your specific goals, values, and risk tolerance, while using institutional class mutual funds, exchange traded funds, fixed income securities and some future oriented individual stocks.

Taxes will be one of your largest expenses in retirement, but with property tax planning — you may be able to pay significantly less in taxes during your retirement years. Foundry puts a special emphasis on making strategic decisions to help you reduce your future tax burden.

Estate planning is about more than just creating a will—it’s about protecting what matters most to you. We’ll work with you to develop a plan that ensures your assets are distributed according to your wishes, minimizes taxes, and provides security for your loved ones. From reviewing beneficiary designations to giving you FREE access to estate planning services through our partnership with Wealth.com, we help ensure every detail is thoughtfully addressed.Item description

Protecting your financial future means preparing for the unexpected. Our risk management approach ensures that your plan is resilient against life’s uncertainties. From evaluating insurance coverage to addressing market volatility and long-term care needs, we help safeguard your assets and provide peace of mind. By proactively identifying potential risks, we ensure your financial goals stay on track, no matter what life throws your way.