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What We Do And How We Can Help

When it comes to money, many of us think that having lots of it is the be-all, end-all goal. And while, yes, money does make the world go round, we believe that money is a tool, not a solution. That’s why Foundation Wealth Advisors takes a different approach. We think one-size-fits-all labels should be left to vacation bike helmets, not to your money. Our customized strategies and creative solutions help our clients pursue financial freedom and security alongside personal fulfillment.
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The Top 5 Financial Planning Challenges In The First 10 Years Of Retirement

Even under normal circumstances, planning for retirement can be stressful. With the chaos that a global pandemic brought into our world, we know you’re hoping for a relaxing, enjoyable life post-retirement now more than ever. And most likely, you’re concerned about how these recent events will affect your retirement. But remember, it’s not just about planning to reach this milestone; you also need to plan for the years that follow.
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How To Manage Your Finances In A Crisis

Even after a few months of life following the introduction of a global pandemic, there’s still a lot of uncertainty, worry, and fear. With the stock market tanking and unemployment skyrocketing, it’s normal to worry about your finances.
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Schedule A Complimentary Financial Plan Review!

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?
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Does Your Portfolio Need A Second Opinion In This Time Of Crisis?

Feeling stressed about your current investments/portfolio? Between a global pandemic, economic worries, and political uncertainty, it’s no surprise that we are seeing increased market volatility. All of this uncertainty may be causing you to wonder, “How will this affect me?” or “Will my portfolio recover?”
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How To Know If We Are Entering A Bear Market Or Recession

As you may have noticed in the news, the coronavirus pandemic is wreaking havoc on the markets. Is this the end of the record-breaking bull market that we have been enjoying since March 2009? Could this lead to the next recession?
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Why I Became A Financial Advisor

There’s no denying it: money, and how you handle it, can make or break your life (and your stress levels). I came from a single-parent home and my mother had no one to turn to for financial advice. This taught me the importance of financial planning and education and how much it can impact your life. As I got older, it became clear that my mother wasn’t the only one lacking objective financial advice.
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What Should You Do About The Coronavirus And Stock Market Volatility?

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days.
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck