Our Services

 

Are You Well Invested?  Wondering if There’s a Better Way?

Today’s investment environment coupled with complex regulation and changing tax laws is more complicated than ever.  At this stage in your life, you may require a higher degree of customization and advice regarding your desire for financial independence.  Our firm has helped clients – just like you – to develop a flexible wealth plan that’s designed to help achieve your financial goals.

 

Providing You Unparalled Service

Our mission at Foundation Asset Management is to provide unparalleled service, experience integrity and dedication to help our clients attain their financial goals and objectives. We are committed to serving as a fundamental resource for our clients by offering a wide range of products and services through our broker-dealer, The Investment Center, Inc. We take an objective and unbiased approach, tailoring each plan based on such questions as: 

 


  • How much money should I have for retirement?
  • How should my money be invested?
  • What should I do with my company retirement plans?
  • How do I know if my insurance program is adequate to protect my family and myself in the areas of long term care and life insurance?



 


Comprehensive Lineup of Products & Services 


Foundation Asset Management's goal is to assist individuals and growing families with their financial future.  Once we understand your goals and objectives, we can then help you execute a sound financial program utilizing the following products and services:


 



  • Comprehensive Financial Services
  • Investment Management
  • Retirement Planning (401K's, IRA's, Pension Plans, etc)
  • IRA Rollovers
  • 401k Plans
  • College Education Planning
  • Estate Planning
  • Tax-deferred Investment and Retirement Programs



 


We Will Guide You Each Step of the Way


While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.  Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.