By Joe Arnold, AIF®
When you look at your overall financial picture, what do you see? Do you see a unified, strategic, and focused portfolio with every piece of the puzzle working together to get you to a specific goal? Or do you have a 401(k) here, an IRA there, a life insurance policy somewhere else? Do you know what you want retirement to look like or if you’re on track to reach your goals?
It may be time for a financial plan review.
At Foundation Wealth Advisors, we believe that comprehensive financial planning is about more than just your bank account. That’s why we make your needs and goals the foundation of your financial plan. You deserve the opportunity to pursue your personal financial goals and have a financial professional by your side who is committed to providing highly personalized investment strategies built around your risk tolerance, goals, financial situation, and concerns. We want to fill that role for you.
What To Expect From A Financial Plan Review
When you sit down with us, with the help of our award winning technology software, we will work through all aspects of your financial life to create a plan, reduce risk, reduce fees, minimize taxes, and address the things that need to be addressed to move you forward.
We’ll get your financial life organized, develop a custom road map so you can make your goals a reality, make sure your risk matches your current life situation, and then align your investment portfolio with your risk tolerance, needs and goals. Our goal is to guide you through the complexities of wealth management and help you pursue financial independence.
Get Started Today!
As your advocate, we strive to advance your best interests, serve as a go-to financial resource for you and your family, and guide you toward a stronger financial future. Whatever you hope to achieve, we make it our mission to simplify the complexities of your financial life so you can focus on what matters most.
Are you ready to see the difference a financial plan review can make? Schedule a complimentary virtual appointment today by calling (440) 899-7535 or emailing me at jarnold@foundationwa.com. We can start the process with phone calls and/or online meetings and eventually move to face to face once this health crisis is behind us.
About Joe
Joe Arnold is an independent financial advisor and the founder and president of Foundation Wealth Advisors, LLC, an independent firm providing private investment management for individuals and families, as well as retirement plan consulting for small and mid-sized businesses. With almost 20 years of experience in the financial industry, Joe specializes in providing objective advice to individuals, as well as transparency in building and managing company 401(k) retirement plans. He is committed to putting his clients’ best interests first in all decision-making and recommendations. Based in Westlake, Ohio, he serves clients in the Cleveland, Akron, and surrounding areas, as well as throughout the country. Joe received a bachelor’s degree in business administration from Cleveland State University and is an Accredited Investment Fiduciary® (AIF). He has been featured on national television, including CNBC and FOX Business, and quoted in various publications, including The Wall Street Journal, CNN Money, Forbes, and others. Joe lives in Rocky River, Ohio, with his wife, Allison, and their two grown children, Kevin and Keira. An avid golfer, he is a former Class A PGA of America teaching professional and NCAA Division 1 athlete. When he’s not working, he enjoys playing golf, working out, and honing his culinary skills. To learn more about Joe, connect with him on LinkedIn.