ADVISORY DISCLOSURES
Fee-only financial planning and investment advisory services are offered through Foundation Financial Inc. (“Foundation Financial”), a registered investment advisory firm. Foundation Financial and its representatives comply with the current registration requirements imposed upon registered investment advisors by those states in which Foundation Financial maintains clients. Foundation Financial may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All material on this website is intended for information purposes only. Publication of Foundation Financial’s website on the internet should not be construed by any consumer and/or prospective client as Foundation Financial’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Foundation Financial.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified investment advisor or attorney before implementing any strategy, idea, or recommendation discussed herein. Opinions expressed herein are solely those of Foundation Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and Foundation Financial makes no representations as to its accuracy or completeness. This website may provide links to other websites for the convenience of users. Foundation Financial has no control over the accuracy, relevance, or content of these third-party websites.
PRIVACY POLICY
Foundation Financial is committed to maintaining the confidentiality, integrity, and security of the personal information that is entrusted to us. We adhere to strict principles of client privacy. We are required to provide clients with an annual Privacy Policy that details our policies on client privacy.
Our Policy can be downloaded via this link: Privacy Policy
FORM ADV PART 2
Form ADV Part 2 is the SEC filing that provides important disclosures and details of the services we offer. It includes information about our fees, how we conduct business, and business interests we are engaged in.
Our Form ADV Part 2 can be downloaded via this link: Form ADV Part 2
ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD-PARTY WEBSITE LINKED TO THIS WEBSITE.