Our Consultants help their clients create financial strategies with safe, proven, time tested tax saving ideas. Our mission is simple, promote comprehensive financial literacy through free educational workshops.
Foundations For Retirement™ acts as an educational resource for Americans who want to learn more about planning for their financial future.
Foundations For Retirement™ acts as an educational resource for Americans who want to learn more about planning for their financial future.
Our members are licensed professionals who share a common passion for educating individuals within their communities. They generously donate their time and expertise to help others gain a better understanding of important financial matters. Through classroom-style settings, our members create a welcoming space where attendees can learn and ask questions without any sales pressure.
By simplifying complex financial topics, our members ensure that everyone has access to the knowledge needed to confidently navigate their retirement journey. With a focus on clear, straightforward language, they are committed to providing ongoing education that empowers individuals to plan for their future with confidence.
Our members cover a wide range of essential topics, including Social Security, retirement income strategies, Medicare, and tax-free retirement planning.
Social Security
Learn how to maximize your Social Security benefits and optimize your retirement income.
Social Security & Retirement Income
Discover strategies to coordinate Social Security and retirement income for financial stability.
Will Awareness
Understand the importance of a will and how it protects your legacy.
General Retirement
Plan for a fulfilling retirement with tips on saving, investing, and lifestyle adjustments.
Medicare
Navigate the complexities of Medicare to choose the right plan for your healthcare needs.
Annuties Explained
Explore how annuities can provide guaranteed income during your retirement years.
Tax Free Retirement
Learn how to reduce taxes and grow your wealth with tax-advantaged strategies.
IRA/401K
Make informed decisions about your IRA and 401(k) to maximize your retirement savings.
Social Security & Medicare
Coordinate Social Security and Medicare benefits for a seamless retirement transition.
Estate Planning Options
Protect your assets and ensure your wishes are honored with comprehensive estate planning.
Annuities
Understand the different types of annuities and how they fit into your retirement strategy.
Long Term Care
Prepare for long-term care needs with tailored plans that safeguard your finances and independence.
It has survived not only centuries, but also the leap into electronic, remaining essentially unchanged.
Here's how to figure out when you're ready to take the retirement leap.
Planning a retirement goal boils down to one task: estimate how much money you’ll be spending and then estimate how long you expect to need that money.
Planning for retirement requires a well-thought-out strategy, and one of the most critical elements is diversification.
